Jacobi Capital Management’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 |
-629
| Closed | -$26K | – | 951 |
|
|
2017
Q2 | $26K | Buy |
629
+129
| +26% | +$5.33K | 0.01% | 407 |
|
|
2017
Q1 | $15K | Sell |
500
-20
| -4% | -$600 | 0.01% | 416 |
|
|
2016
Q4 | $16K | Sell |
520
-50
| -9% | -$1.54K | 0.01% | 365 |
|
|
2016
Q3 | $16K | Buy |
570
+450
| +375% | +$12.6K | 0.01% | 410 |
|
|
2016
Q2 | $4K | Buy |
+120
| New | +$4K | ﹤0.01% | 580 |
|