Bank of Montreal’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-22,430
Closed -$132K 3563
2024
Q3
$132K Buy
+22,430
New +$132K ﹤0.01% 2851
2021
Q2
Sell
-75
Closed -$1K 4650
2021
Q1
$1K Buy
+75
New +$1K ﹤0.01% 4602