Kennedy Capital Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-457,681
Closed -$4.26M 764
2024
Q1
$4.26M Buy
457,681
+133,579
+41% +$1.24M 0.09% 358
2023
Q4
$3.19M Buy
+324,102
New +$3.19M 0.07% 396