Number of Shares
11,192
Previous 11,408 1.89%
Holding current value
$441 Million
Previous $490 Million 10.07%
% of portfolio
0.25%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

SELL
N/A
-216 Reduced 1.89%
11,192 $441 Million
Q4 2024

Feb 14, 2025

BUY
N/A
11,408 New
11,408 $490 Million
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management 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 Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.