JWA
WFM
JFS 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 |
-16,800
| Closed | -$707K | – | 470 |
|
|
2017
Q2 | $707K | Sell |
16,800
-6,000
| -26% | -$253K | 0.19% | 68 |
|
|
2017
Q1 | $701K | Hold |
22,800
| – | – | 0.19% | 77 |
|
|
2016
Q4 | $701K | Sell |
22,800
-10,246
| -31% | -$315K | 0.19% | 77 |
|
|
2016
Q3 | $937K | Buy |
33,046
+10,246
| +45% | +$291K | 0.27% | 68 |
|
|
2016
Q2 | $730K | Hold |
22,800
| – | – | 0.2% | 77 |
|
|
2016
Q1 | $709K | Buy |
22,800
+6,000
| +36% | +$187K | 0.21% | 71 |
|
|
2015
Q4 | $563K | Buy |
16,800
+6,400
| +62% | +$214K | 0.16% | 82 |
|
|
2015
Q3 | $329K | Buy |
10,400
+8,600
| +478% | +$272K | 0.14% | 79 |
|
|
2015
Q2 | $71K | Buy |
1,800
+400
| +29% | +$15.8K | 0.04% | 151 |
|
|
2015
Q1 | $73K | Buy |
1,400
+1,000
| +250% | +$52.1K | 0.03% | 149 |
|
|
2014
Q4 | $20K | Hold |
400
| – | – | ﹤0.01% | 290 |
|
|
2014
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 298 |
|
|
2014
Q2 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 288 |
|