FineMark National Bank & Trust’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,000
| Closed | – | – | 471 |
|
|
2025
Q1 | $0 | Hold |
10,000
| – | – | ﹤0.01% | 463 |
|
|
2024
Q4 | $0 | Hold |
10,000
| – | – | ﹤0.01% | 459 |
|
|
2024
Q3 | $20 | Hold |
10,000
| – | – | ﹤0.01% | 422 |
|
|
2024
Q2 | $1.39K | Hold |
10,000
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $3.6K | Hold |
10,000
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $5.02K | Hold |
10,000
| – | – | ﹤0.01% | 402 |
|
|
2023
Q3 | $5.69K | Hold |
10,000
| – | – | ﹤0.01% | 405 |
|
|
2023
Q2 | $8.55K | Hold |
10,000
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $10.7K | Hold |
10,000
| – | – | ﹤0.01% | 412 |
|
|
2022
Q4 | $32.6K | Hold |
10,000
| – | – | ﹤0.01% | 396 |
|
|
2022
Q3 | $28K | Hold |
10,000
| – | – | ﹤0.01% | 383 |
|
|
2022
Q2 | $79K | Hold |
10,000
| – | – | ﹤0.01% | 408 |
|
|
2022
Q1 | $99K | Hold |
10,000
| – | – | ﹤0.01% | 436 |
|
|
2021
Q4 | $118K | Hold |
10,000
| – | – | ﹤0.01% | 448 |
|
|
2021
Q3 | $102K | Hold |
10,000
| – | – | ﹤0.01% | 433 |
|
|
2021
Q2 | $120K | Buy |
+10,000
| New | +$106K | ﹤0.01% | 435 |
|
FineMark National Bank & Trust's VWE Position: Q2 2025 in Review
FineMark National Bank & Trust sold out of Vintage Wine Estates, Inc. Common Stock (VWE) in Q2 2025, closing a stake of 10,000 shares.
FineMark National Bank & Trust first reported a position in VWE in Q2 2021 and held it in 16 quarters. The position peaked at $120K in Q2 2021. 0 funds tracked by Wall St. Rank hold VWE as of Q2 2025.
- FineMark National Bank & Trust reported no remaining Vintage Wine Estates, Inc. Common Stock position as of Q2 2025 after selling out during the quarter.
- FineMark National Bank & Trust sold 10,000 Vintage Wine Estates, Inc. Common Stock shares in Q2 2025.
- FineMark National Bank & Trust first reported a position in Vintage Wine Estates, Inc. Common Stock in Q2 2021 and held it in 16 quarters.
- FineMark National Bank & Trust's Vintage Wine Estates, Inc. Common Stock position peaked at $120K in Q2 2021.
- 0 funds tracked by Wall St. Rank held Vintage Wine Estates, Inc. Common Stock as of Q2 2025.
Based on FineMark National Bank & Trust's 13F filing for Q2 2025, filed 11 Aug 2025.