Citigroup’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 | $242K | Buy |
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|
2024
Q2 | $97.6K | Buy |
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|
2024
Q1 | $103K | Sell |
|
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|
2023
Q4 | $150K | Buy |
|
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|
2023
Q3 | $39.5K | Sell |
|
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $828K | Buy |
|
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|
2022
Q4 | $21.6K | Sell |
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|
2022
Q3 | $59K | Sell |
|
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|
2022
Q2 | $99K | Buy |
|
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|
2022
Q1 | $43K | Sell |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q3 | $52K | Buy |
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|
2021
Q2 | $21K | Buy |
|