Weik Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-7,680
| Closed | -$297K | – | 110 |
|
|
2014
Q2 | $297K | Hold |
7,680
| – | – | 0.18% | 90 |
|
|
2014
Q1 | $389K | Hold |
7,680
| – | – | 0.25% | 75 |
|
|
2013
Q4 | $444K | Hold |
7,680
| – | – | 0.27% | 68 |
|
|
2013
Q3 | $449K | Hold |
7,680
| – | – | 0.3% | 63 |
|
|
2013
Q2 | $395K | Buy |
+7,680
| New | +$395K | 0.28% | 67 |
|