Federated Hermes’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $7.7M | Sell |
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|
2023
Q2 | $13M | Sell |
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|
2023
Q1 | $19.1M | Sell |
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|
2022
Q4 | $35.3M | Sell |
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|
2022
Q3 | $31.5M | Sell |
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|
2022
Q2 | $47.1M | Sell |
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|
2022
Q1 | $41.5M | Buy |
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|
2021
Q4 | $49.5M | Buy |
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|
2021
Q3 | $30.4M | Hold |
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|
2021
Q2 | $29.3M | Sell |
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|
2021
Q1 | $23M | Buy |
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