WAM
WFM

Wealthspire Advisors (Maryland)’s Whole Foods Market Inc WFM Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,482
Closed -$62K – 2641
2017
Q2 		$62K Sell
1,482
-752
-34% -$27.4K 0.01% 873
2017
Q1 		$66K Buy
2,234
+522
+30% +$15.7K 0.01% 727
2016
Q4 		$53K Sell
1,712
-634
-27% -$19.1K 0.01% 755
2016
Q3 		$67K Buy
2,346
+196
+9% +$6.03K 0.01% 704
2016
Q2 		$69K Buy
2,150
+40
+2% +$1.24K 0.01% 643
2016
Q1 		$66K Sell
2,110
-25
-1% -$782 0.01% 630
2015
Q4 		$72K Buy
+2,135
New +$67.9K 0.01% 618

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