SWM
WFM

Segment Wealth Management’s Whole Foods Market Inc WFM Stock Holding History

Segment Wealth Management’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-116,648
Closed -$4.91M – 226
2017
Q2 		$4.91M Sell
116,648
-10,100
-8% -$368K 1.35% 14
2017
Q1 		$3.77M Hold
126,748
– – 1.23% 19
2016
Q4 		$3.9M Hold
126,748
– – 1.43% 15
2016
Q3 		$3.59M Sell
126,748
-200
-0.2% -$6.16K 1.41% 18
2016
Q2 		$4.07M Hold
126,948
– – 1.68% 13
2016
Q1 		$3.95M Sell
126,948
-100
-0.1% -$3.13K 1.47% 18
2015
Q4 		$4.26M Hold
127,048
– – 1.61% 11
2015
Q3 		$4.02M Hold
127,048
– – 1.54% 12
2015
Q2 		$5.01M Hold
127,048
– – 1.74% 8
2015
Q1 		$6.62M Hold
127,048
– – 2.21% 7
2014
Q4 		$6.41M Hold
127,048
– – 2.46% 7
2014
Q3 		$4.84M Hold
127,048
– – 1.85% 9
2014
Q2 		$4.91M Hold
127,048
– – 1.9% 9
2014
Q1 		$6.44M Hold
127,048
– – 3% 4
2013
Q4 		$7.35M Hold
127,048
– – 3.62% 4
2013
Q3 		$7.43M Hold
127,048
– – 4.05% 3
2013
Q2 		$6.54M Buy
+127,048
New +$6.13M 3.91% 3

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RCM
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BA
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NIPH
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IP
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AIM
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