Next Capital Management’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 | $302K | Hold |
|
|||||
|
2025
Q1 | $326K | Hold |
|
|||||
|
2024
Q4 | $184K | Hold |
|
|||||
|
2024
Q3 | $191K | Hold |
|
|||||
|
2024
Q2 | $215K | Hold |
|
|||||
|
2024
Q1 | $275K | Hold |
|
|||||
|
2023
Q4 | $290K | Hold |
|
|||||
|
2023
Q3 | $322K | Hold |
|
|||||
|
2023
Q2 | $316K | Hold |
|
|||||
|
2023
Q1 | $338K | Hold |
|
|||||
|
2022
Q4 | $328K | Hold |
|
|||||
|
2022
Q3 | $338K | Hold |
|
|||||
|
2022
Q2 | $343K | Hold |
|
|||||
|
2022
Q1 | $495K | Hold |
|
|||||
|
2021
Q4 | $476K | Hold |
|
|||||
|
2021
Q3 | $697K | Hold |
|
|||||
|
2021
Q2 | $750K | Hold |
|
|||||
|
2021
Q1 | $496K | Sell |
|
|||||
|
2020
Q4 | $357K | Hold |
|
|||||
|
2020
Q3 | $345K | Hold |
|
|||||
|
2020
Q2 | $340K | Hold |
|
|||||
|
2020
Q1 | $269K | Sell |
|
|||||
|
2019
Q4 | $389K | Sell |
|
|||||
|
2019
Q3 | $702K | Hold |
|
|||||
|
2019
Q2 | $702K | Hold |
|
|||||
|
2019
Q1 | $731K | Hold |
|
|||||
|
2018
Q4 | $699K | Buy |
|