Creative Planning’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 | $86.1K | Hold |
15,600
| – | – | ﹤0.01% | 3433 |
|
|
2025
Q1 | $92.7K | Hold |
15,600
| – | – | ﹤0.01% | 3250 |
|
|
2024
Q4 | $52.3K | Hold |
15,600
| – | – | ﹤0.01% | 3230 |
|
|
2024
Q3 | $54.3K | Hold |
15,600
| – | – | ﹤0.01% | 3091 |
|
|
2024
Q2 | $61.3K | Hold |
15,600
| – | – | ﹤0.01% | 2887 |
|
|
2024
Q1 | $78.2K | Hold |
15,600
| – | – | ﹤0.01% | 2725 |
|
|
2023
Q4 | $82.7K | Sell |
15,600
-15,500
| -50% | -$82.2K | ﹤0.01% | 2579 |
|
|
2023
Q3 | $183K | Buy |
31,100
+15,500
| +99% | +$91K | ﹤0.01% | 2256 |
|
|
2023
Q2 | $90K | Hold |
15,600
| – | – | ﹤0.01% | 2345 |
|
|
2023
Q1 | $96.1K | Hold |
15,600
| – | – | ﹤0.01% | 2253 |
|
|
2022
Q4 | $93.4K | Sell |
15,600
-200
| -1% | -$1.2K | ﹤0.01% | 2145 |
|
|
2022
Q3 | $97K | Hold |
15,800
| – | – | ﹤0.01% | 2013 |
|
|
2022
Q2 | $99K | Buy |
15,800
+300
| +2% | +$1.88K | ﹤0.01% | 1963 |
|
|
2022
Q1 | $140K | Buy |
+15,500
| New | +$140K | ﹤0.01% | 1943 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$1K | – | 3624 |
|
|
2017
Q2 | $1K | Sell |
100
-500
| -83% | -$5K | ﹤0.01% | 4395 |
|
|
2017
Q1 | $5K | Buy |
600
+500
| +500% | +$4.17K | ﹤0.01% | 3918 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 4335 |
|
|
2016
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 4275 |
|
|
2016
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 4088 |
|
|
2016
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 4072 |
|
|
2015
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 4132 |
|
|
2015
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4057 |
|