SG Americas Securities’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 | $122K | Sell |
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|
2024
Q2 | $343K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $180K | Sell |
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|
2022
Q4 | $848K | Buy |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $618K | Buy |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $156K | Sell |
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|
2021
Q3 | $198K | Buy |
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