PIM
WFM
Progressive Investment Management’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 |
-53,132
| Closed | -$1.78M | – | 75 |
|
|
2015
Q4 | $1.78M | Sell |
53,132
-770
| -1% | -$25.8K | 1.9% | 27 |
|
|
2015
Q3 | $1.71M | Buy |
53,902
+1,421
| +3% | +$45K | 1.97% | 26 |
|
|
2015
Q2 | $2.07M | Buy |
52,481
+48,120
| +1,103% | +$1.9M | 2.28% | 20 |
|
|
2015
Q1 | $227K | Buy |
+4,361
| New | +$227K | 0.78% | 43 |
|
|
2014
Q2 | – | Sell |
-123
| Closed | -$6K | – | 54 |
|
|
2014
Q1 | $6K | Hold |
123
| – | – | ﹤0.01% | 51 |
|
|
2013
Q4 | $7K | Buy |
+123
| New | +$7K | ﹤0.01% | 53 |
|