TSG Consumer Partners’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 | $359M | Hold |
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|
2024
Q2 | $439M | Hold |
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|
2024
Q1 | $575M | Hold |
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|
2023
Q4 | $609M | Hold |
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|
2023
Q3 | $634M | Hold |
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|
2023
Q2 | $801M | Sell |
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|
2023
Q1 | $1.09B | Hold |
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|
2022
Q4 | $1.14B | Hold |
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|
2022
Q3 | $989M | Sell |
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|
2022
Q2 | $1.56B | Hold |
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|
2022
Q1 | $1.35B | Hold |
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|
2021
Q4 | $1.73B | Buy |
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