Baystate Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $144K | Buy |
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|
2023
Q3 | $147K | Sell |
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|
2023
Q2 | $178K | Buy |
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|
2023
Q1 | $149K | Buy |
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|
2022
Q4 | $139K | Buy |
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|
2022
Q3 | $132K | Hold |
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|
2022
Q2 | $136K | Buy |
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|
2022
Q1 | $158K | Hold |
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|
2021
Q4 | $171K | Buy |
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|
2021
Q3 | $147K | Hold |
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|
2021
Q2 | $146K | Buy |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $110K | Sell |
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|
2020
Q3 | $95K | Sell |
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|
2020
Q2 | $96K | Buy |
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|
2020
Q1 | $88K | Sell |
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|
2019
Q4 | $129K | Hold |
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|
2019
Q3 | $125K | Buy |
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|
2019
Q2 | $118K | Hold |
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|
2019
Q1 | $114K | Hold |
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|
2018
Q4 | $98K | Buy |
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|
2018
Q3 | $92K | Hold |
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|
2018
Q2 | $99K | Hold |
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|
2018
Q1 | $93K | Hold |
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|
2017
Q4 | $99K | Hold |
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|
2017
Q3 | $91K | Hold |
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|
2017
Q2 | $83K | Hold |
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|
2017
Q1 | $79K | Buy |
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|
2016
Q4 | $3K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $5K | Buy |
|