Charles Schwab’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 |
|
|||||
|
2024
Q3 | $2.37M | Buy |
|
|||||
|
2024
Q2 | $2.63M | Buy |
|
|||||
|
2024
Q1 | $3.37M | Buy |
|
|||||
|
2023
Q4 | $3.32M | Buy |
|
|||||
|
2023
Q3 | $3.41M | Buy |
|
|||||
|
2023
Q2 | $4.17M | Buy |
|
|||||
|
2023
Q1 | $5.02M | Buy |
|
|||||
|
2022
Q4 | $5.23M | Buy |
|
|||||
|
2022
Q3 | $4.32M | Buy |
|
|||||
|
2022
Q2 | $4.86M | Sell |
|
|||||
|
2022
Q1 | $4.28M | Buy |
|
|||||
|
2021
Q4 | $5.4M | Buy |
|
|||||
|
2021
Q3 | $3.09M | Sell |
|
|||||
|
2021
Q2 | $3.02M | Buy |
|