NewEdge Advisors’s Willamette Valley Vineyards WVVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.7K | Hold |
12,921
| – | – | ﹤0.01% | 2554 |
|
|
2025
Q1 | $76.8K | Hold |
12,921
| – | – | ﹤0.01% | 2388 |
|
|
2024
Q4 | $43.3K | Hold |
12,921
| – | – | ﹤0.01% | 2568 |
|
|
2024
Q3 | $45K | Hold |
12,921
| – | – | ﹤0.01% | 2467 |
|
|
2024
Q2 | $50.8K | Hold |
12,921
| – | – | ﹤0.01% | 2336 |
|
|
2024
Q1 | $67.7K | Hold |
12,921
| – | – | ﹤0.01% | 2197 |
|
|
2023
Q4 | $66K | Hold |
12,921
| – | – | ﹤0.01% | 2119 |
|
|
2023
Q3 | $75.4K | Hold |
12,921
| – | – | ﹤0.01% | 1940 |
|
|
2023
Q2 | $73.7K | Hold |
12,921
| – | – | ﹤0.01% | 1961 |
|
|
2023
Q1 | $78.2K | Hold |
12,921
| – | – | ﹤0.01% | 1832 |
|
|
2022
Q4 | $77.1K | Hold |
12,921
| – | – | ﹤0.01% | 1548 |
|
|
2022
Q3 | $80K | Hold |
12,921
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q2 | $81K | Buy |
+12,921
| New | +$81K | ﹤0.01% | 1489 |
|