Barclays’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $982K | Buy |
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|
2023
Q4 | $794K | Buy |
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|
2023
Q3 | $569K | Buy |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $423K | Buy |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $108K | Buy |
|