Occudo Quantitative Strategies’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 | $65.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $186K | Sell |
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|
2023
Q1 | $893K | Buy |
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $759K | Buy |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $938K | Buy |
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