Creative Planning’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 | $56.8K | Hold |
|
|||||
|
2025
Q2 | $86.1K | Hold |
|
|||||
|
2025
Q1 | $92.7K | Hold |
|
|||||
|
2024
Q4 | $52.3K | Hold |
|
|||||
|
2024
Q3 | $54.3K | Hold |
|
|||||
|
2024
Q2 | $61.3K | Hold |
|
|||||
|
2024
Q1 | $78.2K | Hold |
|
|||||
|
2023
Q4 | $82.7K | Sell |
|
|||||
|
2023
Q3 | $183K | Buy |
|
|||||
|
2023
Q2 | $90K | Hold |
|
|||||
|
2023
Q1 | $96.1K | Hold |
|
|||||
|
2022
Q4 | $93.4K | Sell |
|
|||||
|
2022
Q3 | $97K | Hold |
|
|||||
|
2022
Q2 | $99K | Buy |
|
|||||
|
2022
Q1 | $140K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $1K | Sell |
|
|||||
|
2017
Q1 | $5K | Buy |
|
|||||
|
2016
Q4 | $1K | Hold |
|
|||||
|
2016
Q3 | $1K | Hold |
|
|||||
|
2016
Q2 | $1K | Hold |
|
|||||
|
2016
Q1 | $1K | Hold |
|
|||||
|
2015
Q4 | $1K | Hold |
|
|||||
|
2015
Q3 | $1K | Buy |
|