LIM
WFM
Leavell Investment Management’s Whole Foods Market Inc WFM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q2 | – | Sell |
-26,500
| Closed | -$1.34M | – | 409 |
|
2014
Q1 | $1.34M | Hold |
26,500
| – | – | 0.22% | 134 |
|
2013
Q4 | $1.53M | Buy |
26,500
+100
| +0.4% | +$5.78K | 0.26% | 110 |
|
2013
Q3 | $1.54M | Buy |
26,400
+500
| +2% | +$29.2K | 0.28% | 99 |
|
2013
Q2 | $1.33M | Buy |
+25,900
| New | +$1.33M | 0.25% | 111 |
|