Clearview Wealth Advisors’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
Q3 | $56.5K | Sell |
|
|||||
|
2025
Q2 | $86K | Hold |
|
|||||
|
2025
Q1 | $92.5K | Hold |
|
|||||
|
2024
Q4 | $52.2K | Hold |
|
|||||
|
2024
Q3 | $54.2K | Hold |
|
|||||
|
2024
Q2 | $61.2K | Hold |
|
|||||
|
2024
Q1 | $78K | Hold |
|
|||||
|
2023
Q4 | $82.5K | Hold |
|
|||||
|
2023
Q3 | $91.4K | Hold |
|
|||||
|
2023
Q2 | $88.8K | Hold |
|
|||||
|
2023
Q1 | $94.2K | Hold |
|
|||||
|
2022
Q4 | $92.9K | Hold |
|
|||||
|
2022
Q3 | $96K | Hold |
|
|||||
|
2022
Q2 | $98K | Hold |
|
|||||
|
2022
Q1 | $141K | Hold |
|
|||||
|
2021
Q4 | $135K | Sell |
|
|||||
|
2021
Q3 | $199K | Hold |
|
|||||
|
2021
Q2 | $214K | Sell |
|
|||||
|
2021
Q1 | $196K | Sell |
|
|||||
|
2020
Q4 | $227K | Buy |
|