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History of Schwab Charles Investment Management Inc ownership of Whole Foods Market Inc (WFMI)

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Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History

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Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title History
2009-11-062009-09-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail416,272Added More227,324120.31 %$11,759,684$10,972,930$-786,754-6.69 % $-429,642 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2009-08-032009-06-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail188,948Added More12,3006.96 %$4,685,910$4,980,669$294,7596.29 % $19,188 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2009-05-042009-03-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail176,648Sold Some-5,680-3.11 %$4,009,910$4,656,441$646,53216.12 % $-20,789 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2009-02-132008-12-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail182,328Added More14,0008.31 %$1,817,810$4,806,166$2,988,356164.39 % $229,460 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2008-11-062008-09-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail168,328No Change00 %$1,764,077$4,437,126$2,673,049151.52 % $0 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2008-08-142008-06-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail168,328No Change00 %$3,221,798$4,437,126$1,215,32837.72 % $0 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2008-05-142008-03-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail168,328Added More4,5002.74 %$4,874,779$4,437,126$-437,653-8.97 % $-11,700 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2008-02-142007-12-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail163,828Added More7180.44 %$6,687,459$4,318,506$-2,368,953-35.42 % $-10,382 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2007-11-142007-09-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail163,110Added More1,2730.78 %$7,599,295$4,299,580$-3,299,715-43.42 % $-25,753 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2007-08-102007-06-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail161,837Sold Some-23,114-12.49 %$6,840,850$4,266,023$-2,574,827-37.63 % $367,744 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2007-05-152007-03-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail184,951Sold Some-10.00 %$7,179,798$4,875,308$-2,304,489-32.09 % $12 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2007-02-142006-12-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail184,952Added More4,6822.59 %$8,485,598$4,875,335$-3,610,263-42.54 % $-91,393 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2006-11-142006-09-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail180,270Added More1,6020.89 %$9,004,487$4,751,917$-4,252,569-47.22 % $-37,791 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2006-08-142006-06-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail178,668Added More3230.18 %$9,095,988$4,709,688$-4,386,299-48.22 % $-7,930 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2006-05-152006-03-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail178,345Sold Some-3,771-2.07 %$12,487,717$4,701,174$-7,786,543-62.35 % $164,642 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2006-02-142005-12-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail182,116Added More145,058391.43 %$11,846,646$4,800,578$-7,046,068-59.47 % $-5,612,294 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2005-11-102005-09-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail37,058No Change00 %$5,175,520$976,849$-4,198,671-81.12 % $0 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2005-08-082005-06-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail37,058No Change00 %$4,922,044$976,849$-3,945,195-80.15 % $0 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2005-05-052005-03-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail37,058Sold Some-1,242-3.24 %$4,058,222$976,849$-3,081,373-75.92 % $103,272 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2005-02-102004-12-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail38,300Sold Some-50-0.13 %$3,697,099$1,009,588$-2,687,511-72.69 % $3,509 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2004-11-172004-09-30 13F-HR/AWhole Foods Market IncWFMIUSFood-Retail38,350New Holding38,350100 %$3,581,123$1,010,906$-2,570,217-71.77 % $-2,570,217 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2004-08-132004-06-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail0Sold All-35,800-100 %----64.38 % $1,706,228 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2004-05-122004-03-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail35,800Added More3000.84 %$2,747,650$943,688$-1,803,962-65.65 % $-15,117 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2004-02-132003-12-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail35,500Sold Some-2,500-6.57 %$2,644,750$935,780$-1,708,970-64.61 % $120,350 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2003-11-142003-09-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail38,000No Change00 %$2,420,600$1,001,680$-1,418,920-58.61 % $0 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2003-08-122003-06-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail38,000No Change00 %$1,933,820$1,001,680$-932,140-48.20 % $0 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2003-05-142003-03-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail38,000Added More2,9008.26 %$1,994,240$1,001,680$-992,560-49.77 % $-75,748 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2003-02-112002-12-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail35,100Sold Some-11,000-23.86 %$1,599,156$925,236$-673,920-42.14 % $211,200 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2002-11-142002-09-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail46,100Added More31,000205.29 %$2,151,487$1,215,196$-936,291-43.51 % $-629,610 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2001-05-232001-03-31 13F-HR/AWhole Foods Market IncWFMIUSFood-Retail15,100Sold Some-38,700-71.93 %$841,825$398,036$-443,789-52.71 % $1,137,393 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2000-05-122000-03-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail53,800Added More8,30018.24 %$2,141,778$1,418,168$-723,610-33.78 % $-111,635 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
2000-02-111999-12-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail45,500Added More30,900211.64 %$1,922,375$1,199,380$-722,995-37.60 % $-491,001 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
1999-11-121999-09-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail14,600Added More2001.38 %$490,998$384,856$-106,142-21.61 % $-1,454 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
1999-08-121999-06-30 13F-HRWhole Foods Market IncWFMIUSFood-Retail14,400Added More4002.85 %$567,072$379,584$-187,488-33.06 % $-5,208 History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
1999-05-141999-03-31 13F-HRWhole Foods Market IncWFMIUSFood-Retail14,000No Compare-- %$623,000$369,040$-253,960-40.76 % History of Schwab Charles Investment Management Inc Ownership Of Whole Foods Market Inc
Returned 35 Transactions!
 
Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
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