NewEdge Advisors’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
Q2 | $71.7K | Hold |
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|
2025
Q1 | $76.8K | Hold |
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|
2024
Q4 | $43.3K | Hold |
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|
2024
Q3 | $45K | Hold |
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|
2024
Q2 | $50.8K | Hold |
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|
2024
Q1 | $67.7K | Hold |
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|
2023
Q4 | $66K | Hold |
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|
2023
Q3 | $75.4K | Hold |
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|
2023
Q2 | $73.7K | Hold |
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|
2023
Q1 | $78.2K | Hold |
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|
2022
Q4 | $77.1K | Hold |
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|
2022
Q3 | $80K | Hold |
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|
2022
Q2 | $81K | Buy |
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