Concourse Financial Group Securities’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
Q1 | – | Hold |
0
| – | – | – | 8451 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 8583 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 8585 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 8595 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 8599 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 8532 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 8324 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 8112 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 7813 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 7823 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 7649 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 7543 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 7408 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 7286 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 7047 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 6792 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 6553 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 6353 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 6144 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 5991 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 5910 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 5824 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 5664 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 5695 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 5596 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 5505 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 5341 |
|