Duckhorn Portfolio shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Duckhorn Portfolio
Tip: Access up to 7 years of quarterly data
All positions including Duckhorn Portfolio held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duckhorn Portfolio by JFS Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $66 | 7 | 9.43 |
2023-12-31 | $50 | 5 | 10.00 |
2023-09-30 | $52 | 5 | 10.40 |
2023-06-30 | $117 | 9 | 13.00 |
2023-03-31 | $64 | 4 | 16.00 |
2022-12-31 | $50 | 3 | 16.67 |