Banyan Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $4.61M | Sell |
39,902
-3,055
| -7% | -$353K | 0.39% | 67 |
|
|
2014
Q2 | $5.47M | Sell |
42,957
-1,742
| -4% | -$222K | 0.46% | 58 |
|
|
2014
Q1 | $5.57M | Sell |
44,699
-1,490
| -3% | -$186K | 0.48% | 52 |
|
|
2013
Q4 | $6.12M | Buy |
46,189
+20,904
| +83% | +$2.77M | 0.43% | 54 |
|
|
2013
Q3 | $3.21M | Buy |
25,285
+22,652
| +860% | +$2.88M | 0.28% | 83 |
|
|
2013
Q2 | $303K | Buy |
+2,633
| New | +$303K | 0.06% | 149 |
|