JSAM
WFM
J. Safra Asset Management’s Whole Foods Market Inc WFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-354
| Closed | -$10K | – | 148 |
|
|
2016
Q3 | $10K | Hold |
354
| – | – | 0.02% | 149 |
|
|
2016
Q2 | $11K | Sell |
354
-8,223
| -96% | -$256K | 0.02% | 233 |
|
|
2016
Q1 | $267K | Sell |
8,577
-2,246
| -21% | -$69.9K | 0.22% | 90 |
|
|
2015
Q4 | $363K | Buy |
+10,823
| New | +$363K | 0.28% | 80 |
|