Private Wealth Management Group’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Private Wealth Management Group’s Portfolio NAPA Stock Details NAPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$1.53K	Buy
2024 Q2	$1.05K	Buy
2024 Q1	$1.22K	Buy