Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-157
| Closed | -$7K | – | 897 |
|
|
2017
Q2 | $7K | Buy |
+157
| New | +$7K | ﹤0.01% | 628 |
|
|
2017
Q1 | – | Sell |
-230
| Closed | -$7K | – | 1095 |
|
|
2016
Q4 | $7K | Buy |
+230
| New | +$7K | ﹤0.01% | 661 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$15K | – | 833 |
|
|
2014
Q4 | $15K | Hold |
300
| – | – | 0.01% | 461 |
|
|
2014
Q3 | $11K | Sell |
300
-32
| -10% | -$1.17K | 0.01% | 528 |
|
|
2014
Q2 | $13K | Buy |
+332
| New | +$13K | 0.01% | 469 |
|
|
2014
Q1 | – | Sell |
-28
| Closed | -$2K | – | 736 |
|
|
2013
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 641 |
|
|
2013
Q3 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 582 |
|