JP Morgan Chase’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 | $300K | Buy |
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|
2024
Q2 | $353K | Sell |
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|
2024
Q1 | $1.7M | Buy |
|
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|
2023
Q4 | $1.3M | Buy |
|
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|
2023
Q3 | $814K | Sell |
|
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.64M | Buy |
|
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $3.07M | Buy |
|
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $700K | Buy |
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|
2021
Q4 | $682K | Buy |
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|
2021
Q3 | $278K | Sell |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $5K | Buy |
|