Heron Financial Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $282K | Sell |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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