SSWM
WFM

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

Sheets Smith 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
-7,580
Closed -$319K – 326
2017
Q2 		$319K Buy
7,580
+2
+0% +$73 0.08% 220
2017
Q1 		$225K Buy
7,578
+172
+2% +$5.18K 0.06% 269
2016
Q4 		$228K Buy
7,406
+2
+0% +$60 0.06% 256
2016
Q3 		$210K Buy
+7,404
New +$228K 0.06% 246
2014
Q2 		– Sell
-52,700
Closed -$2.67M – 288
2014
Q1 		$2.67M Hold
52,700
– – 0.75% 41
2013
Q4 		$3.05M Hold
52,700
– – 0.84% 33
2013
Q3 		$3.08M Hold
52,700
– – 1% 26
2013
Q2 		$2.71M Buy
+52,700
New +$2.54M 0.92% 29

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BA
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NIPH
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IP
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AIM
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