Cambiar Investors’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 |
-196,660
| Closed | -$1.14M | – | 163 |
|
|
2024
Q3 | $1.14M | Buy |
196,660
+207
| +0.1% | +$1.2K | 0.04% | 130 |
|
|
2024
Q2 | $1.39M | Hold |
196,453
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $1.83M | Sell |
196,453
-1,985
| -1% | -$18.5K | 0.07% | 133 |
|
|
2023
Q4 | $1.95M | Hold |
198,438
| – | – | 0.08% | 135 |
|
|
2023
Q3 | $2.04M | Buy |
+198,438
| New | +$2.04M | 0.09% | 129 |
|