Laird Norton Wetherby Wealth Management’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,891
| Closed | -$206K | – | 655 |
|
|
2017
Q2 | $206K | Buy |
+4,891
| New | +$206K | 0.04% | 523 |
|
|
2015
Q2 | – | Sell |
-4,122
| Closed | -$214K | – | 516 |
|
|
2015
Q1 | $214K | Buy |
+4,122
| New | +$214K | 0.05% | 420 |
|
|
2014
Q2 | – | Sell |
-4,406
| Closed | -$224K | – | 452 |
|
|
2014
Q1 | $224K | Sell |
4,406
-140
| -3% | -$7.12K | 0.06% | 365 |
|
|
2013
Q4 | $263K | Buy |
4,546
+15
| +0.3% | +$868 | 0.08% | 323 |
|
|
2013
Q3 | $265K | Buy |
4,531
+42
| +0.9% | +$2.46K | 0.08% | 307 |
|
|
2013
Q2 | $231K | Buy |
+4,489
| New | +$231K | 0.08% | 309 |
|