PDT Partners’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 | $414K | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $390K | Sell |
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|
2023
Q2 | $704K | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $346K | Buy |
|
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $564K | Sell |
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|
2021
Q4 | $1.77M | Buy |
|