Envestnet Asset Management’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 | $63K | Sell |
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|
2024
Q2 | $730K | Buy |
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|
2024
Q1 | $839K | Buy |
|
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|
2023
Q4 | $367K | Sell |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $576K | Buy |
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|
2022
Q4 | $488K | Buy |
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|
2022
Q3 | $385K | Sell |
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|
2022
Q2 | $741K | Buy |
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|
2022
Q1 | $512K | Buy |
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|
2021
Q4 | $468K | Buy |
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|
2021
Q3 | $410K | Buy |
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