Bard Financial Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $293K | Hold |
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|
2025
Q2 | $310K | Hold |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $391K | Hold |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $476K | Hold |
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|
2023
Q4 | $466K | Hold |
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|
2023
Q3 | $477K | Hold |
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|
2023
Q2 | $555K | Hold |
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|
2023
Q1 | $580K | Hold |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $582K | Hold |
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|
2022
Q2 | $596K | Hold |
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|
2022
Q1 | $696K | Hold |
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|
2021
Q4 | $754K | Hold |
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|
2021
Q3 | $661K | Hold |
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|
2021
Q2 | $657K | Hold |
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|
2021
Q1 | $562K | Hold |
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|
2020
Q4 | $544K | Buy |
|