Fidelity Investments’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 |
|
|||||
|
2024
Q3 | $50.4K | Sell |
|
|||||
|
2024
Q2 | $842K | Sell |
|
|||||
|
2024
Q1 | $4.6M | Sell |
|
|||||
|
2023
Q4 | $5.51M | Sell |
|
|||||
|
2023
Q3 | $25.2M | Buy |
|
|||||
|
2023
Q2 | $10.1M | Sell |
|
|||||
|
2023
Q1 | $12.5M | Buy |
|
|||||
|
2022
Q4 | $8.23M | Sell |
|
|||||
|
2022
Q3 | $7.59M | Sell |
|
|||||
|
2022
Q2 | $13.1M | Buy |
|
|||||
|
2022
Q1 | $11M | Buy |
|
|||||
|
2021
Q4 | $13M | Buy |
|
|||||
|
2021
Q3 | $441K | Buy |
|
|||||
|
2021
Q2 | $417K | Sell |
|
|||||
|
2021
Q1 | $3.71M | Buy |
|