Sather Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-4,000
| Closed | -$209K | – | 53 |
|
2015
Q1 | $209K | Sell |
4,000
-200
| -5% | -$10.5K | 0.09% | 44 |
|
2014
Q4 | $212K | Buy |
+4,200
| New | +$212K | 0.1% | 48 |
|
2014
Q2 | – | Sell |
-4,000
| Closed | -$202K | – | 62 |
|
2014
Q1 | $202K | Hold |
4,000
| – | – | 0.13% | 51 |
|
2013
Q4 | $231K | Buy |
+4,000
| New | +$231K | 0.15% | 54 |
|