West Coast 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 |
-6,084
| Closed | -$256K | – | 144 |
|
|
2017
Q2 | $256K | Sell |
6,084
-122,987
| -95% | -$5.17M | 0.08% | 103 |
|
|
2017
Q1 | $3.84M | Sell |
129,071
-524
| -0.4% | -$15.6K | 1.22% | 30 |
|
|
2016
Q4 | $3.99M | Sell |
129,595
-760
| -0.6% | -$23.4K | 1.27% | 27 |
|
|
2016
Q3 | $3.7M | Sell |
130,355
-9,457
| -7% | -$268K | 1.19% | 30 |
|
|
2016
Q2 | $4.48M | Sell |
139,812
-1,070
| -0.8% | -$34.3K | 1.62% | 23 |
|
|
2016
Q1 | $4.38M | Sell |
140,882
-4,154
| -3% | -$129K | 1.81% | 21 |
|
|
2015
Q4 | $4.86M | Sell |
145,036
-2,898
| -2% | -$97.1K | 2.03% | 17 |
|
|
2015
Q3 | $4.68M | Buy |
147,934
+3,260
| +2% | +$103K | 2.09% | 17 |
|
|
2015
Q2 | $5.71M | Buy |
144,674
+86,776
| +150% | +$3.42M | 2.5% | 5 |
|
|
2015
Q1 | $3.02M | Buy |
57,898
+3,438
| +6% | +$179K | 1.4% | 31 |
|
|
2014
Q4 | $2.75M | Buy |
54,460
+660
| +1% | +$33.3K | 1.42% | 35 |
|
|
2014
Q3 | $2.05M | Buy |
+53,800
| New | +$2.05M | 1.15% | 41 |
|