Citadel Advisors’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 | $129K | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $3.25M | Sell |
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|
2023
Q4 | $5.29M | Sell |
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|
2023
Q3 | $8.34M | Buy |
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|
2023
Q2 | $8.1M | Buy |
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|
2023
Q1 | $79K | Buy |
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|
2022
Q4 | $34.7K | Buy |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.1M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.07M | Sell |
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|
2021
Q1 | $4.43M | Buy |
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