Marsico Capital Management’s Whole Foods Market Inc WFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-17,871
| Closed | -$531K | – | 113 |
|
|
2017
Q1 | $531K | Hold |
17,871
| – | – | 0.02% | 105 |
|
|
2016
Q4 | $550K | Hold |
17,871
| – | – | 0.02% | 94 |
|
|
2016
Q3 | $507K | Buy |
+17,871
| New | +$507K | 0.02% | 92 |
|
|
2013
Q4 | – | Sell |
-11,480
| Closed | -$672K | – | 114 |
|
|
2013
Q3 | $672K | Sell |
11,480
-3,656
| -24% | -$214K | 0.01% | 99 |
|
|
2013
Q2 | $779K | Buy |
+15,136
| New | +$779K | ﹤0.01% | 97 |
|