Principal Financial Group’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-22,381	Closed	-$220K	–	2513
2023 Q4	$220K	Buy	22,381 +3,876	+21%	+$38.2K	﹤0.01%	2145
2023 Q3	$190K	Buy	18,505 +5,833	+46%	+$59.8K	﹤0.01%	2175
2023 Q2	$164K	Buy	+12,672	New	+$164K	﹤0.01%	2213