Credit Suisse’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
Q1
$842K Hold
2023
Q4
$891K Buy
2023
Q3
$438K Sell
2023
Q2
$579K Buy
2023
Q1
$525K Buy
2022
Q4
$547K Buy
2022
Q3
$425K Buy
2022
Q2
$591K Buy
2022
Q1
$366K Buy
2021
Q4
$461K Buy