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Duckhorn Portfolio shares owned by Bogart Wealth

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Duckhorn Portfolio

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All positions including Duckhorn Portfolio held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9k 200 9.31
2023-12-31 $2.0k 200 9.85
2023-09-30 $2.1k 200 10.26
2023-06-30 $2.6k 200 12.97
2023-03-31 $3.2k 200 15.90
2022-12-31 $3.3k 200 16.57
2022-09-30 $3.0k 200 15.00
2022-06-30 $4.0k 200 20.00
2022-03-31 $4.0k 200 20.00
2021-12-31 $5.0k 200 25.00
2021-09-30 $5.0k 200 25.00