Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-15,309
| Closed | -$643K | – | 2708 |
|
|
2017
Q2 | $643K | Sell |
15,309
-258,564
| -94% | -$10.9M | ﹤0.01% | 1735 |
|
|
2017
Q1 | $8.15M | Buy |
273,873
+22,344
| +9% | +$665K | 0.03% | 531 |
|
|
2016
Q4 | $7.75M | Buy |
251,529
+40,570
| +19% | +$1.25M | 0.03% | 505 |
|
|
2016
Q3 | $6.01M | Sell |
210,959
-8,820
| -4% | -$251K | 0.03% | 575 |
|
|
2016
Q2 | $7.04M | Buy |
219,779
+18,868
| +9% | +$604K | 0.03% | 476 |
|
|
2016
Q1 | $6.26M | Sell |
200,911
-1,398
| -0.7% | -$43.5K | 0.03% | 457 |
|
|
2015
Q4 | $6.78M | Buy |
202,309
+31,098
| +18% | +$1.04M | 0.04% | 451 |
|
|
2015
Q3 | $5.42M | Buy |
171,211
+119,985
| +234% | +$3.8M | 0.03% | 495 |
|
|
2015
Q2 | $2M | Buy |
51,226
+10,920
| +27% | +$425K | 0.01% | 998 |
|
|
2015
Q1 | $2.1M | Sell |
40,306
-3,623
| -8% | -$189K | 0.01% | 920 |
|
|
2014
Q4 | $2.21M | Buy |
43,929
+24,360
| +124% | +$1.23M | 0.01% | 871 |
|
|
2014
Q3 | $746K | Buy |
19,569
+5,611
| +40% | +$214K | 0.01% | 1296 |
|
|
2014
Q2 | $539K | Sell |
13,958
-15,440
| -53% | -$596K | ﹤0.01% | 1445 |
|
|
2014
Q1 | $1.49M | Buy |
+29,398
| New | +$1.49M | 0.01% | 860 |
|