AP
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Appleton Partners’s Diageo DEO Stock Holding History

Appleton Partners’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,080
Closed -$219K – 296
2022
Q1 		$219K Sell
1,080
-78
-7% -$15.8K 0.02% 292
2021
Q4 		$255K Buy
+1,158
New +$255K 0.02% 278