Carson Wealth (CWM LLC)’s Willamette Valley Vineyards WVVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2K | Hold |
406
| – | – | ﹤0.01% | 4938 |
|
|
2025
Q1 | $2K | Buy |
406
+400
| +6,667% | +$1.97K | ﹤0.01% | 4822 |
|
|
2024
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 5198 |
|
|
2024
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 5197 |
|
|
2024
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4986 |
|
|
2024
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4795 |
|
|
2023
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 4551 |
|
|
2023
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 4552 |
|
|
2023
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 4470 |
|
|
2023
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 4355 |
|
|
2022
Q4 | $0 | Buy |
6
+3
| +100% | – | ﹤0.01% | 4265 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 4195 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 4100 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 3879 |
|
|
2021
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3642 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2979 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2979 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2979 |
|
|
2020
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2979 |
|
|
2020
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2979 |
|
|
2020
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 2979 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2979 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 2979 |
|
|
2019
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 2979 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 3278 |
|