Palo Capital’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-97,448
| Closed | -$3.12M | – | 223 |
|
2016
Q2 | $3.12M | Buy |
97,448
+53,095
| +120% | +$1.7M | 1.07% | 29 |
|
2016
Q1 | $1.38M | Buy |
44,353
+6,378
| +17% | +$198K | 1.09% | 28 |
|
2015
Q4 | $1.27M | Buy |
37,975
+16,695
| +78% | +$559K | 1.15% | 26 |
|
2015
Q3 | $674K | Buy |
+21,280
| New | +$674K | 0.59% | 79 |
|