Gupta Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $2.1M | Buy |
19,457
+2,972
| +18% | +$321K | 0.49% | 46 |
|
|
2015
Q4 | $1.8M | Sell |
16,485
-419
| -2% | -$45.7K | 0.46% | 49 |
|
|
2015
Q3 | $1.82M | Buy |
16,904
+1,176
| +7% | +$127K | 0.44% | 55 |
|
|
2015
Q2 | $1.83M | Buy |
15,728
+802
| +5% | +$93.1K | 0.45% | 57 |
|
|
2015
Q1 | $1.65M | Buy |
+14,926
| New | +$1.65M | 0.49% | 55 |
|