Allworth Financial’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Allworth Financial’s Portfolio NAPA Stock Details NAPA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$3.45K	Sell
2024 Q2	$24.7K	Buy
2024 Q1	$6.89K	Buy
2023 Q4	$838	Sell
2023 Q3	$12.5K	Buy