Shelton Capital Management’s Whole Foods Market Inc WFM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
Sell
-21,086
Closed -$649K 929
2016
Q4
$649K Sell
21,086
-800
-4% -$24.1K 0.05% 305
2016
Q3
$620K Hold
21,886
0.05% 300
2016
Q2
$701K Hold
21,886
0.06% 279
2016
Q1
$681K Buy
21,886
+2,693
+14% +$84.3K 0.06% 279
2015
Q4
$643K Hold
19,193
0.06% 278
2015
Q3
$607K Sell
19,193
-160
-0.8% -$5.66K 0.07% 287
2015
Q2
$763K Buy
19,353
+611
+3% +$27.3K 0.08% 235
2015
Q1
$976K Sell
18,742
-300
-2% -$16.1K 0.11% 193
2014
Q4
$960K Buy
19,042
+6,428
+51% +$283K 0.11% 181
2014
Q3
$481K Buy
12,614
+1,027
+9% +$39.2K 0.06% 355
2014
Q2
$448K Hold
11,587
0.06% 391
2014
Q1
$588K Buy
11,587
+849
+8% +$45.2K 0.09% 274
2013
Q4
$621K Buy
10,738
+1,560
+17% +$92.5K 0.09% 236
2013
Q3
$537K Buy
9,178
+302
+3% +$16.7K 0.09% 263
2013
Q2
$457K Buy
+8,876
New +$428K 0.08% 294

Other funds holding WFM