Beese Fulmer Investment Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,099
| Closed | -$223K | – | 228 |
|
|
2022
Q1 | $223K | Hold |
1,099
| – | – | 0.02% | 212 |
|
|
2021
Q4 | $242K | Buy |
+1,099
| New | +$242K | 0.03% | 214 |
|
|
2020
Q3 | – | Sell |
-1,065
| Closed | -$143K | – | 277 |
|
|
2020
Q2 | $143K | Buy |
+1,065
| New | +$143K | 0.02% | 211 |
|
|
2014
Q3 | – | Sell |
-1,700
| Closed | -$216K | – | 159 |
|
|
2014
Q2 | $216K | Hold |
1,700
| – | – | 0.07% | 141 |
|
|
2014
Q1 | $212K | Hold |
1,700
| – | – | 0.07% | 141 |
|
|
2013
Q4 | $225K | Hold |
1,700
| – | – | 0.08% | 134 |
|
|
2013
Q3 | $216K | Buy |
+1,700
| New | +$216K | 0.08% | 134 |
|