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WA
WFM
WFG Advisors’s
Whole Foods Market Inc
WFM
Stock Holding History
WFG Advisors’s Portfolio
WFM Stock Details
WFM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$149K
Sell
3,530
-1,314
-27%
-$47.9K
0.03%
436
2017
Q1
$144K
Sell
4,844
-10,597
-69%
-$319K
0.04%
401
2016
Q4
$475K
Buy
15,441
+1,129
+8%
+$34K
0.12%
211
2016
Q3
$406K
Buy
14,312
+2,471
+21%
+$76.1K
0.1%
208
2016
Q2
$379K
Sell
11,841
-2,205
-16%
-$68.6K
0.1%
204
2016
Q1
$437K
Buy
14,046
+1,529
+12%
+$47.9K
0.13%
177
2015
Q4
$419K
Buy
12,517
+144
+1%
+$4.58K
0.13%
184
2015
Q3
$392K
Sell
12,373
-641
-5%
-$22.7K
0.12%
180
2015
Q2
$513K
Buy
13,014
+2,063
+19%
+$92.3K
0.14%
159
2015
Q1
$570K
Sell
10,951
-9,669
-47%
-$518K
0.16%
145
2014
Q4
$1.04M
Buy
20,620
+29
+0.1%
+$1.28K
0.21%
104
2014
Q3
$785K
Buy
20,591
+13,384
+186%
+$511K
0.15%
167
2014
Q2
$278K
Buy
7,207
+2,150
+43%
+$93.7K
0.05%
372
2014
Q1
$256K
Sell
5,057
-5
-0.1%
-$266
0.05%
386
2013
Q4
$293K
Sell
5,062
-3,359
-40%
-$199K
0.04%
429
2013
Q3
$493K
Buy
8,421
+400
+5%
+$22.1K
0.08%
284
2013
Q2
$413K
Buy
+8,021
New
+$387K
0.07%
296
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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