MSAM
NAPA

Moloney Securities Asset Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Moloney Securities Asset Management’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-23,342
Closed -$136K – 523
2024
Q3 		$136K Sell
23,342
-46,809
-67% -$272K 0.02% 452
2024
Q2 		$498K Buy
70,151
+14,887
+27% +$106K 0.07% 266
2024
Q1 		$515K Buy
+55,264
New +$515K 0.08% 261