MHIM
WFM
MacNealy Hoover Investment 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 |
-18,450
| Closed | -$777K | – | 77 |
|
|
2017
Q2 | $777K | Sell |
18,450
-700
| -4% | -$29.5K | 0.59% | 51 |
|
|
2017
Q1 | $569K | Sell |
19,150
-9,700
| -34% | -$288K | 0.43% | 54 |
|
|
2016
Q4 | $887K | Sell |
28,850
-4,875
| -14% | -$150K | 0.68% | 50 |
|
|
2016
Q3 | $956K | Sell |
33,725
-750
| -2% | -$21.3K | 0.77% | 52 |
|
|
2016
Q2 | $1.1M | Buy |
34,475
+300
| +0.9% | +$9.61K | 0.89% | 45 |
|
|
2016
Q1 | $1.06M | Buy |
34,175
+500
| +1% | +$15.6K | 0.86% | 46 |
|
|
2015
Q4 | $1.13M | Buy |
33,675
+100
| +0.3% | +$3.35K | 0.95% | 39 |
|
|
2015
Q3 | $1.06M | Buy |
33,575
+150
| +0.4% | +$4.75K | 0.96% | 40 |
|
|
2015
Q2 | $1.32M | Buy |
33,425
+100
| +0.3% | +$3.94K | 1.08% | 37 |
|
|
2015
Q1 | $1.74M | Sell |
33,325
-400
| -1% | -$20.8K | 1.51% | 24 |
|
|
2014
Q4 | $1.7M | Sell |
33,725
-950
| -3% | -$47.9K | 1.45% | 26 |
|
|
2014
Q3 | $1.32M | Buy |
34,675
+24,650
| +246% | +$939K | 1.16% | 35 |
|
|
2014
Q2 | $387K | Buy |
10,025
+1,200
| +14% | +$46.3K | 0.34% | 70 |
|
|
2014
Q1 | $448K | Sell |
8,825
-2,775
| -24% | -$141K | 0.4% | 65 |
|
|
2013
Q4 | $671K | Buy |
+11,600
| New | +$671K | 0.62% | 53 |
|