SVB Wealth’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,936
| Closed | -$325K | – | 506 |
|
|
2017
Q1 | $325K | Sell |
10,936
-645
| -6% | -$19.2K | 0.01% | 396 |
|
|
2016
Q4 | $356K | Sell |
11,581
-910
| -7% | -$28K | 0.01% | 389 |
|
|
2016
Q3 | $354K | Sell |
12,491
-3,419
| -21% | -$96.9K | 0.01% | 399 |
|
|
2016
Q2 | $509K | Sell |
15,910
-2,488
| -14% | -$79.6K | 0.02% | 343 |
|
|
2016
Q1 | $572K | Sell |
18,398
-17,990
| -49% | -$559K | 0.02% | 329 |
|
|
2015
Q4 | $1.22M | Sell |
36,388
-12,443
| -25% | -$417K | 0.05% | 249 |
|
|
2015
Q3 | $1.55M | Sell |
48,831
-38,546
| -44% | -$1.22M | 0.06% | 237 |
|
|
2015
Q2 | $3.45M | Sell |
87,377
-9,505
| -10% | -$375K | 0.11% | 169 |
|
|
2015
Q1 | $5.05M | Sell |
96,882
-2,604
| -3% | -$136K | 0.16% | 148 |
|
|
2014
Q4 | $5.02M | Buy |
+99,486
| New | +$5.02M | 0.16% | 143 |
|