Middleton & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,550
| Closed | -$258K | – | 154 |
|
|
2015
Q2 | $258K | Sell |
6,550
-500
| -7% | -$19.7K | 0.06% | 141 |
|
|
2015
Q1 | $367K | Hold |
7,050
| – | – | 0.08% | 132 |
|
|
2014
Q4 | $355K | Buy |
7,050
+900
| +15% | +$45.3K | 0.08% | 131 |
|
|
2014
Q3 | $234K | Sell |
6,150
-200
| -3% | -$7.61K | 0.06% | 147 |
|
|
2014
Q2 | $245K | Sell |
6,350
-930
| -13% | -$35.9K | 0.06% | 143 |
|
|
2014
Q1 | $369K | Buy |
7,280
+1,650
| +29% | +$83.6K | 0.09% | 126 |
|
|
2013
Q4 | $326K | Buy |
+5,630
| New | +$326K | 0.09% | 114 |
|