J.P. Morgan Private Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-10,185
| Closed | -$429K | – | 1305 |
|
|
2017
Q2 | $429K | Sell |
10,185
-47,320
| -82% | -$1.99M | ﹤0.01% | 885 |
|
|
2017
Q1 | $1.71M | Sell |
57,505
-31,493
| -35% | -$936K | 0.01% | 498 |
|
|
2016
Q4 | $2.74M | Sell |
88,998
-18,491
| -17% | -$569K | 0.02% | 381 |
|
|
2016
Q3 | $3.05M | Sell |
107,489
-19,141
| -15% | -$543K | 0.03% | 356 |
|
|
2016
Q2 | $4.05M | Buy |
126,630
+32,780
| +35% | +$1.05M | 0.04% | 301 |
|
|
2016
Q1 | $2.92M | Buy |
93,850
+43,095
| +85% | +$1.34M | 0.03% | 324 |
|
|
2015
Q4 | $1.7M | Buy |
50,755
+30,659
| +153% | +$1.03M | 0.02% | 408 |
|
|
2015
Q3 | $636K | Sell |
20,096
-434,409
| -96% | -$13.7M | 0.01% | 557 |
|
|
2015
Q2 | $17.9M | Buy |
454,505
+421,431
| +1,274% | +$16.6M | 0.21% | 126 |
|
|
2015
Q1 | $1.72M | Sell |
33,074
-384
| -1% | -$20K | 0.02% | 407 |
|
|
2014
Q4 | $1.69M | Buy |
33,458
+1,370
| +4% | +$69.1K | 0.02% | 413 |
|
|
2014
Q3 | $1.22M | Buy |
32,088
+10,541
| +49% | +$402K | 0.02% | 462 |
|
|
2014
Q2 | $832K | Sell |
21,547
-18,067
| -46% | -$698K | 0.01% | 446 |
|
|
2014
Q1 | $2.01M | Sell |
39,614
-4,498
| -10% | -$228K | 0.04% | 282 |
|
|
2013
Q4 | $2.55M | Buy |
44,112
+73
| +0.2% | +$4.22K | 0.05% | 231 |
|
|
2013
Q3 | $2.58M | Buy |
44,039
+7,973
| +22% | +$466K | 0.06% | 224 |
|
|
2013
Q2 | $1.86M | Buy |
+36,066
| New | +$1.86M | 0.05% | 250 |
|