Bourgeon Capital Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25
| Closed | -$3.64K | – | 167 |
|
|
2023
Q4 | $3.64K | Sell |
25
-10
| -29% | -$1.46K | ﹤0.01% | 281 |
|
|
2023
Q3 | $5.22K | Buy |
35
+10
| +40% | +$1.49K | ﹤0.01% | 256 |
|
|
2023
Q2 | $4.34K | Hold |
25
| – | – | ﹤0.01% | 277 |
|
|
2023
Q1 | $4.53K | Hold |
25
| – | – | ﹤0.01% | 262 |
|
|
2022
Q4 | $4.46K | Hold |
25
| – | – | ﹤0.01% | 276 |
|
|
2022
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $4K | Hold |
25
| – | – | ﹤0.01% | 258 |
|
|
2022
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 253 |
|
|
2021
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 237 |
|
|
2021
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 249 |
|
|
2021
Q2 | $5K | Hold |
25
| – | – | ﹤0.01% | 250 |
|
|
2021
Q1 | $4K | Hold |
25
| – | – | ﹤0.01% | 252 |
|
|
2020
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 241 |
|
|
2020
Q3 | $3K | Hold |
25
| – | – | ﹤0.01% | 246 |
|
|
2020
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 227 |
|
|
2020
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 232 |
|
|
2019
Q4 | $4K | Hold |
25
| – | – | ﹤0.01% | 214 |
|
|
2019
Q3 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 211 |
|