Number of Shares
28,722
Previous 22,162 29.6%
Holding current value
$1.41 Billion
Previous $1.14 Billion 23.53%
% of portfolio
0.61%
Previous 0.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
N/A
6,560 Added 29.6%
28,722 $1.41 Billion
Q3 2024

Nov 07, 2024

BUY
N/A
22,162 New
22,162 $1.14 Billion
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.