JWA
WFM

JFS Wealth Advisors’s Whole Foods Market Inc WFM Stock Holding History

JFS Wealth Advisors’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16,800
Closed -$707K – 470
2017
Q2 		$707K Sell
16,800
-6,000
-26% -$219K 0.19% 68
2017
Q1 		$701K Hold
22,800
– – 0.19% 77
2016
Q4 		$701K Sell
22,800
-10,246
-31% -$308K 0.19% 77
2016
Q3 		$937K Buy
33,046
+10,246
+45% +$315K 0.27% 68
2016
Q2 		$730K Hold
22,800
– – 0.2% 77
2016
Q1 		$709K Buy
22,800
+6,000
+36% +$188K 0.21% 71
2015
Q4 		$563K Buy
16,800
+6,400
+62% +$204K 0.16% 82
2015
Q3 		$329K Buy
10,400
+8,600
+478% +$304K 0.14% 79
2015
Q2 		$71K Buy
1,800
+400
+29% +$17.9K 0.04% 151
2015
Q1 		$73K Buy
1,400
+1,000
+250% +$53.6K 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 +$17.4K ﹤0.01% 288

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BA
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NIPH
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IP
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AIM
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