Duckhorn Portfolio shares owned by Heritage Trust
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $163k | 17k | 9.85 |
| 2023-09-30 | $238k | 23k | 10.26 |
| 2023-06-30 | $296k | 23k | 12.97 |
| 2023-03-31 | $375k | 24k | 15.90 |
| 2022-12-31 | $391k | 24k | 16.57 |
| 2022-09-30 | $557k | 39k | 14.42 |