BerganKDV 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
Q2 | $71.6K | Sell |
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|
2023
Q1 | $82.8K | Buy |
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|
2022
Q4 | $73.6K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $72K | Hold |
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|
2022
Q1 | $84K | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | $84K | Buy |
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|
2021
Q2 | $79K | Hold |
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|
2021
Q1 | $68K | Hold |
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|
2020
Q4 | $66K | Sell |
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|
2020
Q3 | $64K | Sell |
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|
2020
Q2 | $184K | Sell |
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|
2020
Q1 | $810K | Sell |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.07M | Sell |
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|
2019
Q2 | $1.37M | Sell |
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|
2019
Q1 | $1.37M | Sell |
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|
2018
Q4 | $1.26M | Sell |
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|
2018
Q3 | $1.28M | Sell |
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|
2018
Q2 | $1.31M | Sell |
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|
2018
Q1 | $1.25M | Buy |
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