Steward Partners Investment Advisory’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 | $28K | Hold |
5,049
| – | – | ﹤0.01% | 2765 |
|
|
2025
Q1 | $30K | Hold |
5,049
| – | – | ﹤0.01% | 2629 |
|
|
2024
Q4 | $16.9K | Hold |
5,049
| – | – | ﹤0.01% | 2874 |
|
|
2024
Q3 | $17.6K | Buy |
5,049
+1,444
| +40% | +$5.03K | ﹤0.01% | 2715 |
|
|
2024
Q2 | $14.2K | Buy |
3,605
+2,500
| +226% | +$9.83K | ﹤0.01% | 2656 |
|
|
2024
Q1 | $5.79K | Buy |
1,105
+300
| +37% | +$1.57K | ﹤0.01% | 2999 |
|
|
2023
Q4 | $4.31K | Sell |
805
-300
| -27% | -$1.61K | ﹤0.01% | 3018 |
|
|
2023
Q3 | $6.45K | Buy |
1,105
+605
| +121% | +$3.53K | ﹤0.01% | 2742 |
|
|
2023
Q2 | $2.85K | Buy |
+500
| New | +$2.85K | ﹤0.01% | 2954 |
|