Tarbox Family Office’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 |
-166
| Closed | -$7K | – | 633 |
|
|
2017
Q2 | $7K | Hold |
166
| – | – | ﹤0.01% | 342 |
|
|
2017
Q1 | $5K | Hold |
166
| – | – | ﹤0.01% | 386 |
|
|
2016
Q4 | $5K | Hold |
166
| – | – | ﹤0.01% | 345 |
|
|
2016
Q3 | $5K | Hold |
166
| – | – | ﹤0.01% | 339 |
|
|
2016
Q2 | $5K | Hold |
166
| – | – | ﹤0.01% | 338 |
|
|
2016
Q1 | $5K | Buy |
166
+50
| +43% | +$1.51K | ﹤0.01% | 355 |
|
|
2015
Q4 | $4K | Hold |
116
| – | – | ﹤0.01% | 342 |
|
|
2015
Q3 | $4K | Sell |
116
-31
| -21% | -$1.07K | ﹤0.01% | 359 |
|
|
2015
Q2 | $6K | Hold |
147
| – | – | 0.01% | 300 |
|
|
2015
Q1 | $8K | Hold |
147
| – | – | 0.01% | 279 |
|
|
2014
Q4 | $7K | Buy |
147
+31
| +27% | +$1.48K | 0.01% | 292 |
|
|
2014
Q3 | $4K | Sell |
116
-38
| -25% | -$1.31K | ﹤0.01% | 358 |
|
|
2014
Q2 | $5K | Hold |
154
| – | – | ﹤0.01% | 316 |
|
|
2014
Q1 | $8K | Buy |
154
+26
| +20% | +$1.35K | 0.01% | 283 |
|
|
2013
Q4 | $7K | Buy |
+128
| New | +$7K | 0.01% | 334 |
|