Willamette Valley Vineyards shares owned by Clearview Wealth Advisors
Quarter-by-quarter ownership of Willamette Valley Vineyards (WVVI) shares owned by Clearview Wealth Advisors
from 13F filings
Historical chart of Clearview Wealth Advisors investment in Willamette Valley Vineyards
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Quarterly reported holdings in Willamette Valley Vineyards by Clearview Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $78k | 16k | 5.01 |
| 2023-12-31 | $83k | 16k | 5.30 |
| 2023-09-30 | $91k | 16k | 5.87 |
| 2023-06-30 | $89k | 16k | 5.70 |
| 2023-03-31 | $94k | 16k | 6.05 |
| 2022-12-31 | $93k | 16k | 5.97 |
| 2022-09-30 | $96k | 16k | 6.16 |
| 2022-06-30 | $98k | 16k | 6.29 |
| 2022-03-31 | $141k | 16k | 9.05 |
| 2021-12-31 | $135k | 16k | 8.67 |
| 2021-09-30 | $199k | 16k | 12.70 |
| 2021-06-30 | $214k | 16k | 13.65 |
| 2021-03-31 | $196k | 22k | 9.04 |
| 2020-12-31 | $227k | 36k | 6.36 |