Icon Wealth Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $565K | Sell |
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2023
Q1 | $648K | Buy |
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|
2022
Q2 | $692K | Sell |
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|
2022
Q1 | $830K | Sell |
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|
2021
Q4 | $902K | Buy |
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|
2021
Q3 | $779K | Buy |
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|
2021
Q2 | $713K | Buy |
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|
2021
Q1 | $539K | Buy |
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|
2020
Q4 | $478K | Buy |
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|
2020
Q3 | $296K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $220K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $76K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $102K | Sell |
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|
2018
Q1 | $119K | Sell |
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|
2017
Q4 | $151K | Buy |
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