Anchor Investment Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Buy |
1,625
+200
| +14% | +$20.2K | 0.01% | 400 |
|
|
2025
Q1 | $149K | Hold |
1,425
| – | – | 0.01% | 404 |
|
|
2024
Q4 | $181K | Sell |
1,425
-108
| -7% | -$13.7K | 0.02% | 379 |
|
|
2024
Q3 | $215K | Buy |
1,533
+640
| +72% | +$89.8K | 0.02% | 357 |
|
|
2024
Q2 | $113K | Buy |
893
+49
| +6% | +$6.18K | 0.01% | 421 |
|
|
2024
Q1 | $126K | Sell |
844
-800
| -49% | -$119K | 0.01% | 421 |
|
|
2023
Q4 | $239K | Buy |
1,644
+250
| +18% | +$36.4K | 0.03% | 324 |
|
|
2023
Q3 | $208K | Hold |
1,394
| – | – | 0.03% | 334 |
|
|
2023
Q2 | $242K | Hold |
1,394
| – | – | 0.03% | 309 |
|
|
2023
Q1 | $253K | Hold |
1,394
| – | – | 0.03% | 307 |
|
|
2022
Q4 | $248K | Hold |
1,394
| – | – | 0.04% | 309 |
|
|
2022
Q3 | $237K | Hold |
1,394
| – | – | 0.04% | 307 |
|
|
2022
Q2 | $243K | Sell |
1,394
-100
| -7% | -$17.4K | 0.04% | 324 |
|
|
2022
Q1 | $303K | Buy |
1,494
+200
| +15% | +$40.6K | 0.04% | 316 |
|
|
2021
Q4 | $285K | Hold |
1,294
| – | – | 0.04% | 332 |
|
|
2021
Q3 | $250K | Buy |
1,294
+75
| +6% | +$14.5K | 0.03% | 322 |
|
|
2021
Q2 | $234K | Sell |
1,219
-94
| -7% | -$18K | 0.03% | 339 |
|
|
2021
Q1 | $216K | Sell |
1,313
-50
| -4% | -$8.21K | 0.03% | 329 |
|
|
2020
Q4 | $216K | Sell |
1,363
-50
| -4% | -$7.94K | 0.04% | 284 |
|
|
2020
Q3 | $195K | Buy |
1,413
+19
| +1% | +$2.62K | 0.04% | 284 |
|
|
2020
Q2 | $187K | Sell |
1,394
-56
| -4% | -$7.53K | 0.04% | 275 |
|
|
2020
Q1 | $184K | Sell |
1,450
-450
| -24% | -$57.2K | 0.05% | 257 |
|
|
2019
Q4 | $320K | Buy |
1,900
+500
| +36% | +$84.2K | 0.07% | 218 |
|
|
2019
Q3 | $229K | Hold |
1,400
| – | – | 0.05% | 270 |
|
|
2019
Q2 | $241K | Hold |
1,400
| – | – | 0.06% | 262 |
|
|
2019
Q1 | $229K | Buy |
1,400
+300
| +27% | +$49.1K | 0.06% | 261 |
|
|
2018
Q4 | $156K | Sell |
1,100
-300
| -21% | -$42.5K | 0.04% | 308 |
|
|
2018
Q3 | $198K | Sell |
1,400
-200
| -13% | -$28.3K | 0.05% | 294 |
|
|
2018
Q2 | $230K | Hold |
1,600
| – | – | 0.06% | 275 |
|
|
2018
Q1 | $217K | Hold |
1,600
| – | – | 0.06% | 282 |
|
|
2017
Q4 | $234K | Hold |
1,600
| – | – | 0.06% | 259 |
|
|
2017
Q3 | $211K | Hold |
1,600
| – | – | 0.06% | 255 |
|
|
2017
Q2 | $192K | Hold |
1,600
| – | – | 0.06% | 245 |
|
|
2017
Q1 | $185K | Hold |
1,600
| – | – | 0.06% | 244 |
|
|
2016
Q4 | $166K | Buy |
1,600
+1,000
| +167% | +$104K | 0.06% | 242 |
|
|
2016
Q3 | $69.6K | Hold |
600
| – | – | 0.03% | 327 |
|
|
2016
Q2 | $67.7K | Buy |
600
+75
| +14% | +$8.47K | 0.03% | 322 |
|
|
2016
Q1 | $56.6K | Buy |
+525
| New | +$56.6K | 0.02% | 331 |
|