Nelson Capital Management’s Whole Foods Market Inc WFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $191K | Sell |
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|
2016
Q4 | $208K | Sell |
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|
2016
Q3 | $5.98M | Buy |
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|
2016
Q2 | $6.62M | Sell |
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|
2016
Q1 | $6.58M | Buy |
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|
2015
Q4 | $5.41M | Sell |
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|
2015
Q3 | $6.71M | Buy |
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|
2015
Q2 | $4.17M | Buy |
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|
2015
Q1 | $5.39M | Sell |
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|
2014
Q4 | $5.29M | Buy |
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|
2014
Q3 | $138K | Hold |
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|
2014
Q2 | $140K | Buy |
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|
2014
Q1 | $168K | Hold |
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|
2013
Q4 | $191K | Buy |
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|
2013
Q3 | $181K | Hold |
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|
2013
Q2 | $160K | Buy |
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