Next Financial Group’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 |
-330
| Closed | -$14K | – | 2049 |
|
|
2017
Q2 | $14K | Hold |
330
| – | – | ﹤0.01% | 1215 |
|
|
2017
Q1 | $12K | Sell |
330
-2,749
| -89% | -$100K | ﹤0.01% | 1230 |
|
|
2016
Q4 | $95K | Buy |
3,079
+976
| +46% | +$30.1K | 0.02% | 706 |
|
|
2016
Q3 | $60K | Buy |
2,103
+448
| +27% | +$12.8K | 0.01% | 873 |
|
|
2016
Q2 | $52K | Sell |
1,655
-2,350
| -59% | -$73.8K | 0.02% | 644 |
|
|
2016
Q1 | $124K | Buy |
4,005
+110
| +3% | +$3.41K | 0.04% | 375 |
|
|
2015
Q4 | $130K | Sell |
3,895
-1,408
| -27% | -$47K | 0.05% | 352 |
|
|
2015
Q3 | $167K | Sell |
5,303
-1,222
| -19% | -$38.5K | 0.06% | 317 |
|
|
2015
Q2 | $257K | Buy |
6,525
+450
| +7% | +$17.7K | 0.09% | 244 |
|
|
2015
Q1 | $316K | Sell |
6,075
-60
| -1% | -$3.12K | 0.1% | 215 |
|
|
2014
Q4 | $309K | Sell |
6,135
-6,276
| -51% | -$316K | 0.1% | 220 |
|
|
2014
Q3 | $473K | Buy |
12,411
+11,401
| +1,129% | +$435K | 0.09% | 245 |
|
|
2014
Q2 | $39K | Buy |
+1,010
| New | +$39K | 0.02% | 413 |
|