SFO
NAPA

Stokes Family Office’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Stokes Family Office’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-257,250
Closed -$1.49M – 255
2024
Q3 		$1.49M Buy
257,250
+60,000
+30% +$349K 0.16% 98
2024
Q2 		$1.4M Buy
197,250
+62,500
+46% +$444K 0.16% 101
2024
Q1 		$1.25M Buy
+134,750
New +$1.25M 0.16% 103