Captrust Financial Advisors Duckhorn Portfolio, Inc. Transaction History

Captrust Financial Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$8.98 - $10.92 $129,285 - $157,215	14,397 New	14,397 $141,000
Q2 2022 Aug 23, 2022	SELL	$18.41 - $21.6 $1,546 - $1,814	-84 Reduced 0.92%	9,005 $190,000
Q2 2022 Aug 16, 2022	BUY	$18.41 - $21.6 $6,866 - $8,056	373 Added 4.28%	9,089 $191,000
Q1 2022 May 16, 2022	BUY	$17.28 - $23.33 $708 - $956	41 Added 0.47%	8,716 $159,000
Q4 2021 Feb 14, 2022	BUY	$18.35 - $23.52 $159,186 - $204,036	8,675 New	8,675 $202,000

171

111M

21.9K

51.4K

Ticker NAPA
Exchange NYSE
Sector Consumer Defensive
Industry Beverages—Wineries & Distilleries
Shares Outstandng 115,184,000
Market Cap $1.27B
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...

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