Whitegate Investment Counselors’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
-110,648
Closed -$4.66M 181
2017
Q2
$4.66M Sell
110,648
-3,425
-3% -$144K 1.05% 29
2017
Q1
$3.39M Sell
114,073
-1,287
-1% -$38.2K 0.81% 38
2016
Q4
$3.55M Sell
115,360
-3,100
-3% -$95.3K 0.95% 33
2016
Q3
$3.36M Buy
+118,460
New +$3.36M 0.91% 35