PWP
WFM
Private Wealth Partners’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-40,650
| Closed | -$1.36M | – | 139 |
|
|
2015
Q4 | $1.36M | Sell |
40,650
-86,150
| -68% | -$2.89M | 0.32% | 63 |
|
|
2015
Q3 | $4.01M | Buy |
126,800
+53,650
| +73% | +$1.7M | 1.01% | 33 |
|
|
2015
Q2 | $2.89M | Buy |
73,150
+26,220
| +56% | +$1.03M | 0.65% | 44 |
|
|
2015
Q1 | $2.44M | Sell |
46,930
-5,450
| -10% | -$284K | 0.56% | 48 |
|
|
2014
Q4 | $2.64M | Sell |
52,380
-108,050
| -67% | -$5.45M | 0.62% | 45 |
|
|
2014
Q3 | $6.11M | Sell |
160,430
-72,920
| -31% | -$2.78M | 1.34% | 20 |
|
|
2014
Q2 | $9.01M | Buy |
233,350
+185,892
| +392% | +$7.18M | 1.98% | 17 |
|
|
2014
Q1 | $2.41M | Buy |
+47,458
| New | +$2.41M | 0.57% | 48 |
|