Berman Capital Advisors’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$36K Buy
2021
Q2
$33K Buy
2021
Q1
$23K Buy
2020
Q4
$16K Buy
2020
Q3
$13K Sell
2020
Q2
$26K Sell
2020
Q1
$40K Buy
2019
Q4
$38K Buy
2019
Q3
$37K Sell
2019
Q2
$40K Sell
2019
Q1
$40K Sell
2018
Q4
$85K Buy