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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Quarterly reported holdings in Duckhorn Portfolio by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2k | 200 | 5.81 |
| 2024-06-30 | $1.4k | 200 | 7.10 |
| 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 |