RhumbLine Advisers’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 | $474K | Buy |
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|
2024
Q2 | $567K | Buy |
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|
2024
Q1 | $692K | Buy |
|
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|
2023
Q4 | $669K | Buy |
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|
2023
Q3 | $690K | Buy |
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|
2023
Q2 | $870K | Buy |
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|
2023
Q1 | $865K | Buy |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $650K | Buy |
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|
2022
Q2 | $879K | Buy |
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|
2022
Q1 | $708K | Buy |
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|
2021
Q4 | $810K | Buy |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $355K | Buy |
|