Arax Advisory Partners’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 | $552 | Hold |
100
| – | – | ﹤0.01% | 2919 |
|
|
2025
Q1 | $594 | Hold |
100
| – | – | ﹤0.01% | 2506 |
|
|
2024
Q4 | $335 | Hold |
100
| – | – | ﹤0.01% | 2364 |
|
|
2024
Q3 | $348 | Hold |
100
| – | – | ﹤0.01% | 2456 |
|
|
2024
Q2 | $393 | Hold |
100
| – | – | ﹤0.01% | 2359 |
|
|
2024
Q1 | $501 | Hold |
100
| – | – | ﹤0.01% | 1235 |
|
|
2023
Q4 | $530 | Hold |
100
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q3 | $587 | Hold |
100
| – | – | ﹤0.01% | 1222 |
|
|
2023
Q2 | $577 | Hold |
100
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q1 | $616 | Hold |
100
| – | – | ﹤0.01% | 1164 |
|
|
2022
Q4 | $599 | Hold |
100
| – | – | ﹤0.01% | 1158 |
|
|
2022
Q3 | $1K | Sell |
100
-100
| -50% | -$1K | ﹤0.01% | 1177 |
|
|
2022
Q2 | $2K | Buy |
200
+100
| +100% | +$1K | ﹤0.01% | 976 |
|
|
2022
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 1117 |
|
|
2021
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 1108 |
|
|
2021
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 957 |
|
|
2021
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 907 |
|
|
2020
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 720 |
|
|
2020
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 682 |
|
|
2020
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 667 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$1K | – | 726 |
|
|
2019
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 578 |
|
|
2019
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 581 |
|
|
2019
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 584 |
|