Placemark Investments’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $4.3M | Buy |
85,287
+19,578
| +30% | +$987K | 0.08% | 331 |
|
2014
Q3 | $2.5M | Buy |
65,709
+320
| +0.5% | +$12.2K | 0.05% | 480 |
|
2014
Q2 | $2.53M | Sell |
65,389
-18,486
| -22% | -$714K | 0.05% | 478 |
|
2014
Q1 | $4.25M | Buy |
83,875
+20,518
| +32% | +$1.04M | 0.08% | 285 |
|
2013
Q4 | $3.66M | Sell |
63,357
-8,046
| -11% | -$465K | 0.06% | 373 |
|
2013
Q3 | $4.18M | Sell |
71,403
-4,148
| -5% | -$243K | 0.08% | 301 |
|
2013
Q2 | $3.89M | Buy |
+75,551
| New | +$3.89M | 0.08% | 286 |
|