Select Equity Group’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 | $1.02M | Sell |
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|
2024
Q2 | $42M | Sell |
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|
2024
Q1 | $76.8M | Sell |
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|
2023
Q4 | $82.8M | Buy |
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|
2023
Q3 | $74M | Buy |
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|
2023
Q2 | $83.1M | Sell |
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|
2023
Q1 | $104M | Sell |
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|
2022
Q4 | $108M | Sell |
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|
2022
Q3 | $99.5M | Sell |
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|
2022
Q2 | $147M | Buy |
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|
2022
Q1 | $119M | Buy |
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|
2021
Q4 | $146M | Buy |
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|
2021
Q3 | $92.8M | Buy |
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|
2021
Q2 | $48.8M | Buy |
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|
2021
Q1 | $24.7M | Buy |
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