Wells Fargo’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 | $37.2K | Hold |
6,700
| – | – | ﹤0.01% | 5182 |
|
|
2025
Q1 | $39.8K | Buy |
6,700
+2,000
| +43% | +$11.9K | ﹤0.01% | 5022 |
|
|
2024
Q4 | $15.7K | Sell |
4,700
-300
| -6% | -$1.01K | ﹤0.01% | 5322 |
|
|
2024
Q3 | $17.4K | Buy |
5,000
+2,500
| +100% | +$8.7K | ﹤0.01% | 5275 |
|
|
2024
Q2 | $9.83K | Buy |
2,500
+270
| +12% | +$1.06K | ﹤0.01% | 5368 |
|
|
2024
Q1 | $11.7K | Sell |
2,230
-281
| -11% | -$1.47K | ﹤0.01% | 5325 |
|
|
2023
Q4 | $13.5K | Buy |
2,511
+1
| +0% | +$5 | ﹤0.01% | 5311 |
|
|
2023
Q3 | $14.6K | Hold |
2,510
| – | – | ﹤0.01% | 5337 |
|
|
2023
Q2 | $14.3K | Sell |
2,510
-10,317
| -80% | -$58.8K | ﹤0.01% | 5520 |
|
|
2023
Q1 | $77.6K | Sell |
12,827
-299
| -2% | -$1.81K | ﹤0.01% | 4661 |
|
|
2022
Q4 | $78.3K | Sell |
13,126
-2,000
| -13% | -$11.9K | ﹤0.01% | 4365 |
|
|
2022
Q3 | $94K | Buy |
15,126
+3,100
| +26% | +$19.3K | ﹤0.01% | 4352 |
|
|
2022
Q2 | $76K | Buy |
12,026
+7,302
| +155% | +$46.1K | ﹤0.01% | 4552 |
|
|
2022
Q1 | $43K | Buy |
4,724
+346
| +8% | +$3.15K | ﹤0.01% | 5396 |
|
|
2021
Q4 | $38K | Buy |
4,378
+1,000
| +30% | +$8.68K | ﹤0.01% | 5622 |
|
|
2021
Q3 | $42K | Sell |
3,378
-1
| -0% | -$12 | ﹤0.01% | 5389 |
|
|
2021
Q2 | $46K | Buy |
3,379
+1,555
| +85% | +$21.2K | ﹤0.01% | 5274 |
|
|
2021
Q1 | $16K | Buy |
1,824
+1
| +0.1% | +$9 | ﹤0.01% | 5851 |
|
|
2020
Q4 | $12K | Hold |
1,823
| – | – | ﹤0.01% | 5723 |
|
|
2020
Q3 | $11K | Buy |
1,823
+198
| +12% | +$1.2K | ﹤0.01% | 5567 |
|
|
2020
Q2 | $10K | Hold |
1,625
| – | – | ﹤0.01% | 5516 |
|
|
2020
Q1 | $7K | Buy |
1,625
+125
| +8% | +$538 | ﹤0.01% | 5520 |
|
|
2019
Q4 | $11K | Buy |
1,500
+200
| +15% | +$1.47K | ﹤0.01% | 5552 |
|
|
2019
Q3 | $9K | Hold |
1,300
| – | – | ﹤0.01% | 5565 |
|
|
2019
Q2 | $9K | Hold |
1,300
| – | – | ﹤0.01% | 5547 |
|
|
2019
Q1 | $10K | Hold |
1,300
| – | – | ﹤0.01% | 5527 |
|
|
2018
Q4 | $9K | Hold |
1,300
| – | – | ﹤0.01% | 5573 |
|
|
2018
Q3 | $10K | Hold |
1,300
| – | – | ﹤0.01% | 5602 |
|
|
2018
Q2 | $11K | Sell |
1,300
-300
| -19% | -$2.54K | ﹤0.01% | 5595 |
|
|
2018
Q1 | $13K | Hold |
1,600
| – | – | ﹤0.01% | 5529 |
|
|
2017
Q4 | $13K | Hold |
1,600
| – | – | ﹤0.01% | 5500 |
|
|
2017
Q3 | $12K | Hold |
1,600
| – | – | ﹤0.01% | 5488 |
|
|
2017
Q2 | $13K | Sell |
1,600
-100
| -6% | -$813 | ﹤0.01% | 5386 |
|
|
2017
Q1 | $13K | Sell |
1,700
-200
| -11% | -$1.53K | ﹤0.01% | 5430 |
|
|
2016
Q4 | $15K | Sell |
1,900
-200
| -10% | -$1.58K | ﹤0.01% | 5371 |
|
|
2016
Q3 | $17K | Buy |
2,100
+500
| +31% | +$4.05K | ﹤0.01% | 5342 |
|
|
2016
Q2 | $13K | Hold |
1,600
| – | – | ﹤0.01% | 5331 |
|
|
2016
Q1 | $11K | Hold |
1,600
| – | – | ﹤0.01% | 5434 |
|
|
2015
Q4 | $11K | Buy |
1,600
+600
| +60% | +$4.13K | ﹤0.01% | 5448 |
|
|
2015
Q3 | $7K | Sell |
1,000
-700
| -41% | -$4.9K | ﹤0.01% | 5516 |
|
|
2015
Q2 | $12K | Hold |
1,700
| – | – | ﹤0.01% | 5520 |
|
|
2015
Q1 | $10K | Buy |
1,700
+100
| +6% | +$588 | ﹤0.01% | 5423 |
|
|
2014
Q4 | $9K | Buy |
1,600
+700
| +78% | +$3.94K | ﹤0.01% | 5452 |
|
|
2014
Q3 | $5K | Hold |
900
| – | – | ﹤0.01% | 5625 |
|
|
2014
Q2 | $5K | Sell |
900
-350
| -28% | -$1.94K | ﹤0.01% | 5613 |
|
|
2014
Q1 | $8K | Hold |
1,250
| – | – | ﹤0.01% | 5282 |
|
|
2013
Q4 | $8K | Sell |
1,250
-250
| -17% | -$1.6K | ﹤0.01% | 5111 |
|
|
2013
Q3 | $9K | Hold |
1,500
| – | – | ﹤0.01% | 5044 |
|
|
2013
Q2 | $7K | Buy |
+1,500
| New | +$7K | ﹤0.01% | 5043 |
|