MC
WFM
Marcus Capital’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-34,075
| Closed | -$1.01M | – | 53 |
|
|
2017
Q1 | $1.01M | Sell |
34,075
-925
| -3% | -$27.5K | 0.95% | 40 |
|
|
2016
Q4 | $1.08M | Sell |
35,000
-400
| -1% | -$12.3K | 1.16% | 38 |
|
|
2016
Q3 | $1M | Sell |
35,400
-9,975
| -22% | -$283K | 0.96% | 42 |
|
|
2016
Q2 | $1.45M | Sell |
45,375
-200
| -0.4% | -$6.4K | 1.53% | 31 |
|
|
2016
Q1 | $1.42M | Buy |
45,575
+10,325
| +29% | +$321K | 1.56% | 31 |
|
|
2015
Q4 | $1.18M | Buy |
+35,250
| New | +$1.18M | 1.25% | 32 |
|