Allworth Financial’s Willamette Valley Vineyards WVVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84K | Hold |
877
| – | – | ﹤0.01% | 3269 |
|
|
2025
Q1 | $5.25K | Sell |
877
-20
| -2% | -$120 | ﹤0.01% | 2727 |
|
|
2024
Q4 | $4.98K | Buy |
897
+600
| +202% | +$3.33K | ﹤0.01% | 2763 |
|
|
2024
Q3 | $1.03K | Hold |
297
| – | – | ﹤0.01% | 3205 |
|
|
2024
Q2 | $1.12K | Hold |
297
| – | – | ﹤0.01% | 3129 |
|
|
2024
Q1 | $1.49K | Hold |
297
| – | – | ﹤0.01% | 2937 |
|
|
2023
Q4 | $1.58K | Hold |
297
| – | – | ﹤0.01% | 2778 |
|
|
2023
Q3 | $1.74K | Hold |
297
| – | – | ﹤0.01% | 2607 |
|
|
2023
Q2 | $1.69K | Hold |
297
| – | – | ﹤0.01% | 2546 |
|
|
2023
Q1 | $1.8K | Hold |
297
| – | – | ﹤0.01% | 2449 |
|
|
2022
Q4 | $1.77K | Hold |
297
| – | – | ﹤0.01% | 2281 |
|
|
2022
Q3 | $2K | Hold |
297
| – | – | ﹤0.01% | 2247 |
|
|
2022
Q2 | $2K | Hold |
297
| – | – | ﹤0.01% | 2047 |
|
|
2022
Q1 | $3K | Buy |
+297
| New | +$3K | ﹤0.01% | 1751 |
|