Morgan Stanley’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 | $14.4M | Buy |
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|
2024
Q2 | $16.1M | Buy |
|
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|
2024
Q1 | $19.6M | Sell |
|
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|
2023
Q4 | $42.2M | Buy |
|
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|
2023
Q3 | $15M | Sell |
|
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|
2023
Q2 | $19.6M | Buy |
|
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|
2023
Q1 | $7.62M | Buy |
|
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|
2022
Q4 | $7.84M | Buy |
|
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|
2022
Q3 | $4.11M | Buy |
|
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|
2022
Q2 | $2.54M | Sell |
|
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|
2022
Q1 | $3.43M | Sell |
|
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|
2021
Q4 | $6.61M | Sell |
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|
2021
Q3 | $7.94M | Buy |
|
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|
2021
Q2 | $864K | Buy |
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|
2021
Q1 | $136K | Buy |
|