Duckhorn Portfolio shares owned by CWM
Historical chart of CWM investment in Duckhorn Portfolio
Tip: Access up to 7 years of quarterly data
All positions including Duckhorn Portfolio held by CWM consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duckhorn Portfolio by CWM
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |