Excalibur Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $208K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $203K | Sell |
|
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $271K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $236K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $211K | Buy |
|