Osaic Holdings’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 | $11.5K | Sell |
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|
2024
Q2 | $35.5K | Buy |
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|
2024
Q1 | $4.52K | Sell |
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|
2023
Q4 | $6.96K | Sell |
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|
2023
Q3 | $55K | Sell |
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|
2023
Q2 | $72.8K | Sell |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $170K | Sell |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $348K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $126K | Buy |
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