Bogart Wealth LLC’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56K | Hold |
21
| – | – | ﹤0.01% | 1329 |
|
|
2025
Q4 | $1.81K | Sell |
21
-20
| -49% | -$1.84K | ﹤0.01% | 1197 |
|
|
2025
Q3 | $3.95K | Hold |
41
| – | – | ﹤0.01% | 1023 |
|
|
2025
Q2 | $4.18K | Sell |
41
-71
| -63% | -$7.7K | ﹤0.01% | 978 |
|
|
2025
Q1 | $11.8K | Sell |
112
-2
| -2% | -$226 | ﹤0.01% | 710 |
|
|
2024
Q4 | $14.5K | Buy |
114
+30
| +36% | +$3.82K | ﹤0.01% | 653 |
|
|
2024
Q3 | $11.8K | Hold |
84
| – | – | ﹤0.01% | 662 |
|
|
2024
Q2 | $10.6K | Sell |
84
-19
| -18% | -$2.62K | ﹤0.01% | 660 |
|
|
2024
Q1 | $15.3K | Sell |
103
-8
| -7% | -$1.17K | ﹤0.01% | 568 |
|
|
2023
Q4 | $16.1K | Buy |
111
+8
| +8% | +$1.18K | ﹤0.01% | 541 |
|
|
2023
Q3 | $15.3K | Buy |
103
+14
| +16% | +$2.34K | ﹤0.01% | 519 |
|
|
2023
Q2 | $15.4K | Buy |
89
+70
| +368% | +$12.5K | ﹤0.01% | 511 |
|
|
2023
Q1 | $3.47K | Sell |
19
-183
| -91% | -$32.3K | ﹤0.01% | 804 |
|
|
2022
Q4 | $36K | Sell |
202
-40
| -17% | -$7.02K | ﹤0.01% | 349 |
|
|
2022
Q3 | $41K | Buy |
242
+40
| +20% | +$7.17K | ﹤0.01% | 325 |
|
|
2022
Q2 | $35K | Buy |
202
+200
| +10,000% | +$38K | ﹤0.01% | 340 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 796 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 771 |
|
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 731 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 683 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 642 |
|
|
2020
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 480 |
|
|
2020
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 444 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 450 |
|
|
2020
Q1 | $0 | Buy |
+2
| New | +$300 | ﹤0.01% | 431 |
|
|
2018
Q2 | – | Sell |
-10
| Closed | -$1K | – | 351 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 320 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 312 |
|
|
2017
Q3 | $1K | Buy |
+10
| New | +$1.29K | ﹤0.01% | 305 |
|
Other funds holding DEO
OAG
EIC
MG
CIM
