Duckhorn Portfolio shares owned by CWM
Historical chart of CWM investment in Duckhorn Portfolio
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All positions including Duckhorn Portfolio held by CWM consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duckhorn Portfolio by CWM
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $20k | 3.4k | 5.96 |
2024-06-30 | $6.0k | 820 | 7.32 |
2024-03-31 | $15k | 1.6k | 9.20 |
2023-12-31 | $68k | 6.9k | 9.92 |
2023-09-30 | $5.0k | 455 | 10.99 |
2023-06-30 | $5.0k | 360 | 13.89 |
2023-03-31 | $4.0k | 245 | 16.33 |
2022-12-31 | $2.0k | 138 | 14.49 |
2022-09-30 | $2.0k | 138 | 14.49 |
2022-06-30 | $2.0k | 103 | 19.42 |
2022-03-31 | $2.0k | 108 | 18.52 |