FineMark National Bank & Trust’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,000
| Closed | – | – | 470 |
|
|
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% | 421 |
|
|
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% | 404 |
|
|
2023
Q2 | $8.56K | 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% | 382 |
|
|
2022
Q2 | $79K | Hold |
10,000
| – | – | ﹤0.01% | 407 |
|
|
2022
Q1 | $99K | Hold |
10,000
| – | – | ﹤0.01% | 435 |
|
|
2021
Q4 | $118K | Hold |
10,000
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $102K | Hold |
10,000
| – | – | ﹤0.01% | 433 |
|
|
2021
Q2 | $120K | Buy |
+10,000
| New | +$120K | ﹤0.01% | 435 |
|