YHB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-9,245
| Closed | -$365K | – | 169 |
|
|
2015
Q2 | $365K | Buy |
9,245
+1,050
| +13% | +$41.5K | 0.08% | 134 |
|
|
2015
Q1 | $427K | Buy |
8,195
+1,700
| +26% | +$88.6K | 0.1% | 128 |
|
|
2014
Q4 | $327K | Buy |
6,495
+800
| +14% | +$40.3K | 0.07% | 138 |
|
|
2014
Q3 | $217K | Buy |
5,695
+375
| +7% | +$14.3K | 0.05% | 147 |
|
|
2014
Q2 | $206K | Buy |
+5,320
| New | +$206K | 0.05% | 149 |
|