Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-705
Closed -$88.9K 1407
2024
Q2
$88.9K Sell
705
-50
-7% -$6.89K ﹤0.01% 822
2024
Q1
$112K Sell
755
-106
-12% -$15.5K ﹤0.01% 781
2023
Q4
$125K Sell
861
-79
-8% -$11.7K ﹤0.01% 711
2023
Q3
$144K Buy
940
+163
+21% +$27.3K ﹤0.01% 667
2023
Q2
$135K Sell
777
-165
-18% -$29.5K ﹤0.01% 678
2023
Q1
$171K Sell
942
-4,883
-84% -$862K ﹤0.01% 685
2022
Q4
$1.04M Sell
5,825
-318
-5% -$55.8K 0.02% 500
2022
Q3
$1.04M Sell
6,143
-479
-7% -$85.8K 0.02% 494
2022
Q2
$1.15M Buy
6,622
+186
+3% +$35.4K 0.02% 498
2022
Q1
$1.31M Sell
6,436
-673
-9% -$135K 0.02% 511
2021
Q4
$1.56M Buy
7,109
+418
+6% +$85.7K 0.02% 472
2021
Q3
$1.29M Buy
+6,691
New +$1.3M 0.02% 508
2021
Q1
$1.04M Sell
6,316
-1,354
-18% -$222K 0.02% 542
2020
Q4
$1.22M Buy
7,670
+1,513
+25% +$226K 0.02% 475
2020
Q3
$848K Buy
6,157
+45
+0.7% +$6.21K 0.02% 498
2020
Q2
$821K Buy
6,112
+1,054
+21% +$145K 0.02% 505
2020
Q1
$643K Sell
5,058
-973
-16% -$146K 0.02% 516
2019
Q4
$1.02M Buy
6,031
+49
+0.8% +$7.96K 0.02% 508
2019
Q3
$978K Buy
5,982
+97
+2% +$16.2K 0.02% 498
2019
Q2
$1.01M Sell
5,885
-182
-3% -$30.6K 0.02% 487
2019
Q1
$993K Buy
6,067
+1,501
+33% +$229K 0.02% 486
2018
Q4
$647K Buy
4,566
+1,140
+33% +$160K 0.02% 553
2018
Q3
$485K Sell
3,426
-29
-0.8% -$4.16K 0.01% 687
2018
Q2
$498K Buy
3,455
+44
+1% +$6.3K 0.01% 667
2018
Q1
$462K Buy
3,411
+303
+10% +$42.1K 0.01% 657
2017
Q4
$454K Sell
3,108
-170
-5% -$23.4K 0.01% 690
2017
Q3
$433K Sell
3,278
-69
-2% -$8.92K 0.01% 691
2017
Q2
$401K Buy
3,347
+25
+0.8% +$2.98K 0.01% 677
2017
Q1
$384K Buy
3,322
+1,330
+67% +$149K 0.01% 707
2016
Q4
$207K Sell
1,992
-138
-6% -$14.5K 0.01% 830
2016
Q3
$247K Sell
2,130
-829
-28% -$94.8K 0.01% 789
2016
Q2
$334K Buy
2,959
+74
+3% +$8K 0.01% 692
2016
Q1
$311K Sell
2,885
-1,478
-34% -$156K 0.01% 688
2015
Q4
$476K Buy
4,363
+152
+4% +$17.1K 0.02% 585
2015
Q3
$454K Sell
4,211
-2,054
-33% -$228K 0.02% 583
2015
Q2
$727K Buy
6,265
+356
+6% +$40.5K 0.02% 515
2015
Q1
$654K Buy
+5,909
New +$680K 0.02% 512
2014
Q4
Sell
-5,179
Closed -$597K 702
2014
Q3
$597K Buy
5,179
+10
+0.2% +$1.21K 0.02% 539
2014
Q2
$658K Sell
5,169
-18
-0.3% -$2.27K 0.02% 552
2014
Q1
$647K Sell
5,187
-16
-0.3% -$1.99K 0.02% 552
2013
Q4
$689K Buy
5,203
+48
+0.9% +$6.13K 0.02% 534
2013
Q3
$655K Sell
5,155
-1,383
-21% -$173K 0.02% 505
2013
Q2
$751K Buy
+6,538
New +$791K 0.03% 442

Other funds holding DEO