WFG Advisors’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
Q2 | $149K | Sell |
3,530
-1,314
| -27% | -$55.5K | 0.03% | 436 |
|
|
2017
Q1 | $144K | Sell |
4,844
-10,597
| -69% | -$315K | 0.04% | 401 |
|
|
2016
Q4 | $475K | Buy |
15,441
+1,129
| +8% | +$34.7K | 0.12% | 211 |
|
|
2016
Q3 | $406K | Buy |
14,312
+2,471
| +21% | +$70.1K | 0.1% | 208 |
|
|
2016
Q2 | $379K | Sell |
11,841
-2,205
| -16% | -$70.6K | 0.1% | 204 |
|
|
2016
Q1 | $437K | Buy |
14,046
+1,529
| +12% | +$47.6K | 0.13% | 177 |
|
|
2015
Q4 | $419K | Buy |
12,517
+144
| +1% | +$4.82K | 0.13% | 184 |
|
|
2015
Q3 | $392K | Sell |
12,373
-641
| -5% | -$20.3K | 0.12% | 180 |
|
|
2015
Q2 | $513K | Buy |
13,014
+2,063
| +19% | +$81.3K | 0.14% | 159 |
|
|
2015
Q1 | $570K | Sell |
10,951
-9,669
| -47% | -$503K | 0.16% | 145 |
|
|
2014
Q4 | $1.04M | Buy |
20,620
+29
| +0.1% | +$1.46K | 0.21% | 104 |
|
|
2014
Q3 | $785K | Buy |
20,591
+13,384
| +186% | +$510K | 0.15% | 167 |
|
|
2014
Q2 | $278K | Buy |
7,207
+2,150
| +43% | +$82.9K | 0.05% | 372 |
|
|
2014
Q1 | $256K | Sell |
5,057
-5
| -0.1% | -$253 | 0.05% | 386 |
|
|
2013
Q4 | $293K | Sell |
5,062
-3,359
| -40% | -$194K | 0.04% | 429 |
|
|
2013
Q3 | $493K | Buy |
8,421
+400
| +5% | +$23.4K | 0.08% | 284 |
|
|
2013
Q2 | $413K | Buy |
+8,021
| New | +$413K | 0.07% | 296 |
|