Essex Financial Services’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 | $434K | Buy |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $616K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $543K | Buy |
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|
2023
Q4 | $503K | Sell |
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|
2023
Q3 | $614K | Sell |
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|
2023
Q2 | $727K | Buy |
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|
2023
Q1 | $755K | Buy |
|
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|
2022
Q4 | $667K | Buy |
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|
2022
Q3 | $627K | Buy |
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|
2022
Q2 | $601K | Buy |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $752K | Sell |
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|
2021
Q3 | $660K | Buy |
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|
2021
Q2 | $499K | Hold |
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|
2021
Q1 | $499K | Buy |
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|
2020
Q4 | $479K | Buy |
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|
2020
Q3 | $397K | Buy |
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|
2020
Q2 | $379K | Sell |
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|
2020
Q1 | $402K | Sell |
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|
2019
Q4 | $782K | Buy |
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|
2019
Q3 | $485K | Buy |
|
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|
2019
Q2 | $510K | Sell |
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|
2019
Q1 | $488K | Sell |
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|
2018
Q4 | $483K | Sell |
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|
2018
Q3 | $523K | Buy |
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|
2018
Q2 | $524K | Sell |
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|
2018
Q1 | $509K | Buy |
|
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|
2017
Q4 | $546K | Buy |
|
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|
2017
Q3 | $492K | Buy |
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|
2017
Q2 | $443K | Sell |
|
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|
2017
Q1 | $433K | Hold |
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|
2016
Q4 | $390K | Sell |
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|
2016
Q3 | $483K | Buy |
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|
2016
Q2 | $466K | Sell |
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|
2016
Q1 | $460K | Sell |
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|
2015
Q4 | $510K | Buy |
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|
2015
Q3 | $464K | Buy |
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|
2015
Q2 | $404K | Buy |
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|
2015
Q1 | $285K | Sell |
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|
2014
Q4 | $299K | Buy |
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|
2014
Q3 | $289K | Hold |
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|
2014
Q2 | $319K | Hold |
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|
2014
Q1 | $312K | Sell |
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|
2013
Q4 | $345K | Sell |
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|
2013
Q3 | $343 | Sell |
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|
2013
Q2 | $348K | Buy |
|