A detailed history of Steward Partners Investment Advisory, LLC transactions in Willamette Valley Vineyards Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,049 shares of WVVI stock, worth $16,914. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,049
Previous 3,605 40.06%
Holding current value
$16,914
Previous $14,000 21.43%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$3.48 - $4.05 $5,025 - $5,848
1,444 Added 40.06%
5,049 $17,000
Q2 2024

Aug 08, 2024

BUY
$3.86 - $4.98 $9,650 - $12,450
2,500 Added 226.24%
3,605 $14,000
Q1 2024

May 15, 2024

BUY
$4.94 - $5.4 $1,482 - $1,620
300 Added 37.27%
1,105 $5,000
Q4 2023

Feb 12, 2024

SELL
$5.04 - $5.81 $1,512 - $1,742
-300 Reduced 27.15%
805 $4,000
Q3 2023

Nov 13, 2023

BUY
$5.65 - $6.32 $3,418 - $3,823
605 Added 121.0%
1,105 $6,000
Q2 2023

Aug 14, 2023

BUY
$5.7 - $6.13 $2,850 - $3,065
500 New
500 $2,000

Others Institutions Holding WVVI

About WILLAMETTE VALLEY VINEYARDS INC


  • Ticker WVVI
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 4,964,530
  • Market Cap $16.6M
  • Description
  • Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. It primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, Blanc de Blancs, and Riesling branded wines under the Willamette Valley Vineyards label; Semi-Sparkling Muscat branded w...
More about WVVI
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