Carlton Hofferkamp & Jenks 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $486K | Sell |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $740K | Sell |
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|
2024
Q1 | $822K | Sell |
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|
2023
Q4 | $843K | Sell |
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|
2023
Q3 | $963K | Buy |
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|
2023
Q2 | $1.06M | Hold |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.09M | Hold |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.36M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.34M | Hold |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.11M | Hold |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.04M | Sell |
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|
2020
Q1 | $986K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.16M | Sell |
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|
2019
Q1 | $1.52M | Sell |
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|
2018
Q4 | $1.42M | Buy |
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|
2018
Q3 | $1.41M | Sell |
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|
2018
Q2 | $1.42M | Sell |
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|
2018
Q1 | $1.42M | Sell |
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|
2017
Q4 | $1.55M | Sell |
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|
2017
Q3 | $1.43M | Buy |
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|
2017
Q2 | $1.29M | Buy |
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $1.05M | Buy |
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