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Jones Financial Companies
WVVI icon

Jones Financial Companies’s Willamette Valley Vineyards WVVI Stock Holding History

Jones Financial Companies’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.24K Buy
1,290
+100
+8% +$272 ﹤0.01% 4001
2025
Q4
$3.63K Hold
1,190
– – ﹤0.01% 3629
2025
Q3
$4.12K Hold
1,190
– – ﹤0.01% 3430
2025
Q2
$6.4K Buy
1,190
+590
+98% +$3.44K ﹤0.01% 3051
2025
Q1
$3.63K Hold
600
– – ﹤0.01% 3064
2024
Q4
$2.01K Buy
+600
New +$2.03K ﹤0.01% 2997

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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