Wells Fargo’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 | $212K | Buy |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | $269K | Buy |
|
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|
2023
Q4 | $179K | Buy |
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|
2023
Q3 | $138K | Sell |
|
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $207K | Buy |
|
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|
2022
Q4 | $90.3K | Sell |
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|
2022
Q3 | $86K | Buy |
|
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|
2022
Q2 | $125K | Sell |
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|
2022
Q1 | $295K | Sell |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $330K | Sell |
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|
2021
Q2 | $432K | Buy |
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|
2021
Q1 | $17K | Buy |
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