Zurich Cantonal Bank’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 | $44.3K | Hold |
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|
2024
Q2 | $54.1K | Hold |
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|
2024
Q1 | $70.9K | Sell |
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|
2023
Q4 | $165K | Buy |
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|
2023
Q3 | $152K | Buy |
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|
2023
Q2 | $163K | Buy |
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|
2023
Q1 | $118K | Hold |
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|
2022
Q4 | $123K | Buy |
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|
2022
Q3 | $78K | Buy |
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|
2022
Q2 | $57K | Hold |
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|
2022
Q1 | $49K | Sell |
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|
2021
Q4 | $186K | Buy |
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