A detailed history of Allworth Financial LP transactions in Duckhorn Portfolio, Inc. stock. As of the latest transaction made, Allworth Financial LP holds 594 shares of NAPA stock, worth $6,587. This represents 0.0% of its overall portfolio holdings.

Number of Shares
594
Previous 3,248 81.71%
Holding current value
$6,587
Previous $23,000 86.96%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$5.56 - $7.66 $14,756 - $20,329
-2,654 Reduced 81.71%
594 $3,000
Q2 2024

Jul 23, 2024

BUY
$6.99 - $9.19 $17,530 - $23,048
2,508 Added 338.92%
3,248 $23,000
Q1 2024

Apr 25, 2024

BUY
$8.55 - $10.07 $5,600 - $6,595
655 Added 770.59%
740 $6,000
Q4 2023

Jan 24, 2024

SELL
$8.98 - $10.92 $10,219 - $12,426
-1,138 Reduced 93.05%
85 $0
Q3 2023

Oct 31, 2023

BUY
$10.26 - $13.05 $12,547 - $15,960
1,223 New
1,223 $12,000

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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