A detailed history of Moloney Securities Asset Management, LLC transactions in Duckhorn Portfolio, Inc. stock. As of the latest transaction made, Moloney Securities Asset Management, LLC holds 23,342 shares of NAPA stock, worth $256,061. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,342
Previous 70,151 66.73%
Holding current value
$256,061
Previous $498,000 72.89%
% of portfolio
0.02%
Previous 0.07%

Shares

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

Oct 30, 2024

SELL
$5.56 - $7.66 $260,258 - $358,556
-46,809 Reduced 66.73%
23,342 $135,000
Q2 2024

Jul 30, 2024

BUY
$6.99 - $9.19 $104,060 - $136,811
14,887 Added 26.94%
70,151 $498,000
Q1 2024

May 01, 2024

BUY
$8.55 - $10.07 $472,507 - $556,508
55,264 New
55,264 $514,000

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 $1.26B
  • 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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