A detailed history of Jfs Wealth Advisors, LLC transactions in Duckhorn Portfolio, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 7 shares of NAPA stock, worth $46. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7
Previous 5 40.0%
Holding current value
$46
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$8.55 - $10.07 $17 - $20
2 Added 40.0%
7 $0
Q3 2023

Nov 02, 2023

SELL
$10.26 - $13.05 $41 - $52
-4 Reduced 44.44%
5 $0
Q2 2023

Aug 07, 2023

BUY
$12.97 - $16.05 $64 - $80
5 Added 125.0%
9 $0
Q1 2023

Apr 19, 2023

BUY
$14.77 - $16.86 $14 - $16
1 Added 33.33%
4 $0
Q4 2022

Feb 13, 2023

BUY
$13.76 - $17.77 $41 - $53
3 New
3 $0

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 $772M
  • 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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.