Allworth Financial’s Willamette Valley Vineyards WVVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84K | Hold |
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|
2025
Q1 | $5.25K | Sell |
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|
2024
Q4 | $4.98K | Buy |
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|
2024
Q3 | $1.03K | Hold |
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|
2024
Q2 | $1.12K | Hold |
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|
2024
Q1 | $1.49K | Hold |
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|
2023
Q4 | $1.57K | Hold |
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|
2023
Q3 | $1.74K | Hold |
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|
2023
Q2 | $1.69K | Hold |
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|
2023
Q1 | $1.8K | Hold |
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|
2022
Q4 | $1.77K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Buy |
|