Raymond James & Associates’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
Q3
$1.16M Sell
2024
Q2
$1.47M Buy
2022
Q3
Sell
2022
Q2
$527K Sell
2022
Q1
$462K Buy
2021
Q4
$578K Buy
2021
Q3
$393K Buy
2021
Q2
$299K Buy