Winslow Evans & Crocker’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 |
-3,428
| Closed | -$132K | – | 1304 |
|
|
2017
Q2 | $132K | Buy |
3,428
+2,154
| +169% | +$82.9K | 0.04% | 380 |
|
|
2017
Q1 | $37.9K | Buy |
1,274
+16
| +1% | +$476 | 0.01% | 594 |
|
|
2016
Q4 | $38.7K | Sell |
1,258
-1,028
| -45% | -$31.6K | 0.01% | 590 |
|
|
2016
Q3 | $64.8K | Sell |
2,286
-2
| -0.1% | -$57 | 0.02% | 490 |
|
|
2016
Q2 | $73.2K | Sell |
2,288
-99
| -4% | -$3.17K | 0.02% | 440 |
|
|
2016
Q1 | $74.3K | Sell |
2,387
-133
| -5% | -$4.14K | 0.02% | 423 |
|
|
2015
Q4 | $84.4K | Buy |
2,520
+1,656
| +192% | +$55.5K | 0.02% | 431 |
|
|
2015
Q3 | $27.3K | Sell |
864
-24
| -3% | -$760 | 0.01% | 643 |
|
|
2015
Q2 | $35K | Buy |
888
+568
| +178% | +$22.4K | 0.01% | 627 |
|
|
2015
Q1 | $16.7K | Hold |
320
| – | – | ﹤0.01% | 768 |
|
|
2014
Q4 | $16.1K | Hold |
320
| – | – | ﹤0.01% | 783 |
|
|
2014
Q3 | $12.2K | Sell |
320
-45
| -12% | -$1.72K | ﹤0.01% | 851 |
|
|
2014
Q2 | $14.1K | Sell |
365
-55
| -13% | -$2.13K | ﹤0.01% | 763 |
|
|
2014
Q1 | $21.3K | Hold |
420
| – | – | 0.01% | 652 |
|
|
2013
Q4 | $24K | Buy |
+420
| New | +$24K | 0.01% | 652 |
|