Duckhorn Portfolio shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $156k | 16k | 9.85 |
| 2023-09-30 | $167k | 16k | 10.26 |
| 2023-06-30 | $178k | 14k | 12.97 |
| 2023-03-31 | $181k | 11k | 15.90 |
| 2022-12-31 | $201k | 12k | 16.57 |
| 2022-09-30 | $168k | 12k | 14.39 |
| 2022-06-30 | $194k | 9.2k | 21.09 |
| 2022-03-31 | $167k | 9.2k | 18.15 |
| 2021-12-31 | $216k | 9.3k | 23.35 |
| 2021-09-30 | $156k | 6.8k | 22.94 |
| 2021-06-30 | $150k | 6.8k | 22.06 |
| 2021-03-31 | $84k | 5.0k | 16.80 |
More positions owned by Patriot Financial Group Insurance Agency
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