Reilly Financial Advisors’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-886
| Closed | -$37K | – | 1046 |
|
|
2017
Q2 | $37K | Sell |
886
-98
| -10% | -$4.09K | 0.01% | 362 |
|
|
2017
Q1 | $29K | Buy |
984
+102
| +12% | +$3.01K | ﹤0.01% | 407 |
|
|
2016
Q4 | $27K | Buy |
882
+2
| +0.2% | +$61 | ﹤0.01% | 393 |
|
|
2016
Q3 | $25K | Buy |
880
+2
| +0.2% | +$57 | ﹤0.01% | 379 |
|
|
2016
Q2 | $28K | Buy |
878
+352
| +67% | +$11.2K | 0.01% | 336 |
|
|
2016
Q1 | $16K | Buy |
526
+2
| +0.4% | +$61 | ﹤0.01% | 494 |
|
|
2015
Q4 | $18K | Sell |
524
-109
| -17% | -$3.74K | ﹤0.01% | 485 |
|
|
2015
Q3 | $20K | Buy |
633
+2
| +0.3% | +$63 | ﹤0.01% | 610 |
|
|
2015
Q2 | $25K | Buy |
631
+112
| +22% | +$4.44K | ﹤0.01% | 621 |
|
|
2015
Q1 | $27K | Buy |
+519
| New | +$27K | ﹤0.01% | 583 |
|
|
2014
Q2 | – | Sell |
-1,367
| Closed | -$69K | – | 915 |
|
|
2014
Q1 | $69K | Buy |
1,367
+904
| +195% | +$45.6K | 0.02% | 231 |
|
|
2013
Q4 | $27K | Buy |
+463
| New | +$27K | 0.01% | 346 |
|