Clearview Wealth Advisors’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 | $86K | Hold |
15,574
| – | – | 0.06% | 101 |
|
|
2025
Q1 | $92.5K | Hold |
15,574
| – | – | 0.07% | 99 |
|
|
2024
Q4 | $52.2K | Hold |
15,574
| – | – | 0.04% | 95 |
|
|
2024
Q3 | $54.2K | Hold |
15,574
| – | – | 0.04% | 95 |
|
|
2024
Q2 | $61.2K | Hold |
15,574
| – | – | 0.05% | 95 |
|
|
2024
Q1 | $78K | Hold |
15,574
| – | – | 0.08% | 104 |
|
|
2023
Q4 | $82.5K | Hold |
15,574
| – | – | 0.1% | 111 |
|
|
2023
Q3 | $91.4K | Hold |
15,574
| – | – | 0.11% | 115 |
|
|
2023
Q2 | $88.8K | Hold |
15,574
| – | – | 0.09% | 153 |
|
|
2023
Q1 | $94.2K | Hold |
15,574
| – | – | 0.1% | 150 |
|
|
2022
Q4 | $92.9K | Hold |
15,574
| – | – | 0.07% | 126 |
|
|
2022
Q3 | $96K | Hold |
15,574
| – | – | 0.08% | 119 |
|
|
2022
Q2 | $98K | Hold |
15,574
| – | – | 0.07% | 127 |
|
|
2022
Q1 | $141K | Hold |
15,574
| – | – | 0.09% | 101 |
|
|
2021
Q4 | $135K | Sell |
15,574
-100
| -0.6% | -$867 | 0.08% | 132 |
|
|
2021
Q3 | $199K | Hold |
15,674
| – | – | 0.13% | 116 |
|
|
2021
Q2 | $214K | Sell |
15,674
-6,000
| -28% | -$81.9K | 0.13% | 110 |
|
|
2021
Q1 | $196K | Sell |
21,674
-14,000
| -39% | -$127K | 0.13% | 113 |
|
|
2020
Q4 | $227K | Buy |
+35,674
| New | +$227K | 0.15% | 101 |
|