Duckhorn Portfolio shares owned by Glassman Wealth Services
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Glassman Wealth Services
from 13F filings
Historical chart of Glassman Wealth Services investment in Duckhorn Portfolio
Tip: Access up to 7 years of quarterly data
All positions including Duckhorn Portfolio held by Glassman Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duckhorn Portfolio by Glassman Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $424 | 43 | 9.86 |