Current Value of Holding

$370 Thousand

Shares

83 Thousand

% of Portfolio

0.00%

Average Buy Price

$8.32

Avg closing price
Price range

42 Jim Simons Willamette Valley Vineyard Trades

Jim Simons acquired 83 Thousand Willamette Valley Vineyard shares worth $370 Thousand. That's 0.00% of their equity portfolio (2713th largest holding). The investor owns 1.51% of the outstanding Willamette Valley Vineyard stock. The first Willamette Valley Vineyard trade was made in Q3 2013. Since then Jim Simons bought shares 23 more times and sold shares on eighteen occasions. The investor's estimated purchase price is $690 Thousand, resulting in a loss of 46%.

Avg closing price
Price range
Sold 1.9% shares (-1.6 Thousand shares) Q4 2023
Avg closing price $5.36
Price range $5.04 - $5.81
Sold 1.4% shares (-1.2 Thousand shares) Q3 2023
Avg closing price $5.90
Price range $5.65 - $6.32
Sold 4.9% shares (-4.4 Thousand shares) Q2 2023
Avg closing price $5.94
Price range $5.70 - $6.13
Sold 2.4% shares (-2.2 Thousand shares) Q1 2023
Avg closing price $6.20
Price range $5.92 - $6.52
Sold 11.0% shares (-11.4 Thousand shares) Q4 2022
Avg closing price $6.09
Price range $5.97 - $6.20
Sold 16.0% shares (-19.7 Thousand shares) Q3 2022
Avg closing price $6.31
Price range $6.04 - $6.66
Sold 12.7% shares (-17.9 Thousand shares) Q2 2022
Avg closing price $7.65
Price range $6.09 - $9.68
Sold 15.4% shares (-25.7 Thousand shares) Q1 2022
Avg closing price $9.35
Price range $8.64 - $10.52
Increased shares by 29.9% (+38.4 Thousand shares) Q4 2021
Avg closing price $13.41
Price range $8.66 - $17.32
Sold 15.0% shares (-22.6 Thousand shares) Q3 2021
Avg closing price $12.86
Price range $12.51 - $13.98
Sold 0.1% shares (-206 shares) Q2 2021
Avg closing price $12.61
Price range $9.15 - $15.55
Increased shares by 20.1% (+25.4 Thousand shares) Q1 2021
Avg closing price $7.66
Price range $6.30 - $9.35
Increased shares by 12.5% (+14 Thousand shares) Q4 2020
Avg closing price $6.38
Price range $6.04 - $6.74
Increased shares by 8.2% (+8.46 Thousand shares) Q3 2020
Avg closing price $6.29
Price range $5.75 - $6.72
Increased shares by 2.3% (+2.32 Thousand shares) Q2 2020
Avg closing price $5.77
Price range $4.80 - $6.32
Sold 2.1% shares (-2.2 Thousand shares) Q1 2020
Avg closing price $6.28
Price range $4.50 - $7.01
Increased shares by 5.5% (+5.42 Thousand shares) Q4 2019
Avg closing price $7.01
Price range $6.80 - $7.25
Increased shares by 2.6% (+2.5 Thousand shares) Q3 2019
Avg closing price $6.91
Price range $6.64 - $7.29
Increased shares by 7.1% (+6.3 Thousand shares) Q2 2019
Avg closing price $7.10
Price range $6.85 - $7.42
Increased shares by 10.6% (+8.58 Thousand shares) Q1 2019
Avg closing price $7.12
Price range $6.82 - $7.57

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