Bank of America’s Willamette Valley Vineyards WVVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.1K | Buy |
1,640
+2
| +0.1% | +$11 | ﹤0.01% | 6187 |
|
|
2025
Q1 | $9.73K | Buy |
1,638
+1
| +0.1% | +$6 | ﹤0.01% | 6080 |
|
|
2024
Q4 | $5.48K | Hold |
1,637
| – | – | ﹤0.01% | 6165 |
|
|
2024
Q3 | $5.7K | Sell |
1,637
-100
| -6% | -$348 | ﹤0.01% | 6060 |
|
|
2024
Q2 | $6.83K | Buy |
1,737
+136
| +8% | +$535 | ﹤0.01% | 6074 |
|
|
2024
Q1 | $8.39K | Sell |
1,601
-1
| -0.1% | -$5 | ﹤0.01% | 6026 |
|
|
2023
Q4 | $8.58K | Buy |
1,602
+1
| +0.1% | +$5 | ﹤0.01% | 5971 |
|
|
2023
Q3 | $9.34K | Hold |
1,601
| – | – | ﹤0.01% | 5957 |
|
|
2023
Q2 | $9.13K | Sell |
1,601
-1
| -0.1% | -$6 | ﹤0.01% | 6005 |
|
|
2023
Q1 | $9.69K | Sell |
1,602
-11,691
| -88% | -$70.7K | ﹤0.01% | 6102 |
|
|
2022
Q4 | $79.3K | Sell |
13,293
-529
| -4% | -$3.16K | ﹤0.01% | 5562 |
|
|
2022
Q3 | $85K | Buy |
13,822
+337
| +2% | +$2.07K | ﹤0.01% | 5595 |
|
|
2022
Q2 | $85K | Buy |
13,485
+127
| +1% | +$801 | ﹤0.01% | 5772 |
|
|
2022
Q1 | $120K | Sell |
13,358
-1,887
| -12% | -$17K | ﹤0.01% | 5990 |
|
|
2021
Q4 | $132K | Buy |
15,245
+39
| +0.3% | +$338 | ﹤0.01% | 5915 |
|
|
2021
Q3 | $193K | Buy |
15,206
+13,569
| +829% | +$172K | ﹤0.01% | 5495 |
|
|
2021
Q2 | $23K | Buy |
1,637
+20
| +1% | +$281 | ﹤0.01% | 6277 |
|
|
2021
Q1 | $14K | Buy |
1,617
+17
| +1% | +$147 | ﹤0.01% | 6249 |
|
|
2020
Q4 | $10K | Sell |
1,600
-322
| -17% | -$2.01K | ﹤0.01% | 5950 |
|
|
2020
Q3 | $12K | Sell |
1,922
-106
| -5% | -$662 | ﹤0.01% | 5750 |
|
|
2020
Q2 | $12K | Sell |
2,028
-372
| -16% | -$2.2K | ﹤0.01% | 5793 |
|
|
2020
Q1 | $12K | Buy |
2,400
+600
| +33% | +$3K | ﹤0.01% | 5696 |
|
|
2019
Q4 | $12K | Sell |
1,800
-3
| -0.2% | -$20 | ﹤0.01% | 5775 |
|
|
2019
Q3 | $12K | Buy |
1,803
+1,303
| +261% | +$8.67K | ﹤0.01% | 5843 |
|
|
2019
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 6123 |
|
|
2019
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 6061 |
|
|
2018
Q4 | $3K | Sell |
500
-1,633
| -77% | -$9.8K | ﹤0.01% | 6072 |
|
|
2018
Q3 | $17K | Buy |
2,133
+1,371
| +180% | +$10.9K | ﹤0.01% | 5798 |
|
|
2018
Q2 | $7K | Sell |
762
-300
| -28% | -$2.76K | ﹤0.01% | 6001 |
|
|
2018
Q1 | $8K | Sell |
1,062
-50
| -4% | -$377 | ﹤0.01% | 5918 |
|
|
2017
Q4 | $9K | Hold |
1,112
| – | – | ﹤0.01% | 5811 |
|
|
2017
Q3 | $9K | Hold |
1,112
| – | – | ﹤0.01% | 5774 |
|
|
2017
Q2 | $9K | Sell |
1,112
-350
| -24% | -$2.83K | ﹤0.01% | 5689 |
|
|
2017
Q1 | $12K | Buy |
1,462
+348
| +31% | +$2.86K | ﹤0.01% | 5732 |
|
|
2016
Q4 | $9K | Sell |
1,114
-169
| -13% | -$1.37K | ﹤0.01% | 5797 |
|
|
2016
Q3 | $10K | Buy |
1,283
+171
| +15% | +$1.33K | ﹤0.01% | 5618 |
|
|
2016
Q2 | $9K | Hold |
1,112
| – | – | ﹤0.01% | 5722 |
|
|
2016
Q1 | $7K | Hold |
1,112
| – | – | ﹤0.01% | 5645 |
|
|
2015
Q4 | $7K | Buy |
1,112
+262
| +31% | +$1.65K | ﹤0.01% | 5772 |
|
|
2015
Q3 | $5K | Buy |
850
+350
| +70% | +$2.06K | ﹤0.01% | 5704 |
|
|
2015
Q2 | $3K | Buy |
500
+400
| +400% | +$2.4K | ﹤0.01% | 5925 |
|
|
2015
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 5826 |
|
|
2014
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 5849 |
|
|
2014
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 5934 |
|
|
2014
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 5969 |
|
|
2014
Q1 | $1K | Sell |
100
-17
| -15% | -$170 | ﹤0.01% | 5691 |
|
|
2013
Q4 | $1K | Sell |
117
-83
| -42% | -$709 | ﹤0.01% | 5818 |
|
|
2013
Q3 | $1K | Buy |
200
+177
| +770% | +$885 | ﹤0.01% | 5838 |
|
|
2013
Q2 | $0 | Buy |
+23
| New | – | ﹤0.01% | 6009 |
|