A detailed history of Farther Finance Advisors, LLC transactions in Duckhorn Portfolio, Inc. stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 60 shares of NAPA stock, worth $666. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60
Previous 80 25.0%
Holding current value
$666
Previous $562,000 37.9%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$5.56 - $7.66 $111 - $153
-20 Reduced 25.0%
60 $349,000
Q2 2024

Jul 31, 2024

SELL
$6.99 - $9.19 $643 - $845
-92 Reduced 53.49%
80 $562,000
Q1 2024

May 13, 2024

BUY
$8.55 - $10.07 $1,256 - $1,480
147 Added 588.0%
172 $1.56 Million
Q4 2023

Feb 14, 2024

BUY
$8.98 - $10.92 $2,702 - $3,286
301 Added 1204.0%
326 $3.21 Million
Q1 2023

May 13, 2024

SELL
$14.77 - $16.86 $4,445 - $5,074
-301 Reduced 92.33%
25 $398,000
Q4 2022

Sep 11, 2023

BUY
$13.76 - $17.77 $344 - $444
25 New
25 $414,000

Others Institutions Holding NAPA

About Duckhorn Portfolio, Inc.


  • Ticker NAPA
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 115,184,000
  • Market Cap $1.28B
  • Description
  • The Duckhorn Portfolio, Inc. produces and sells wines in North America. It offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing, and Postmark. The company sells wines to distributors, and directly to retail accounts and consumers. The company wa...
More about NAPA
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