Kelman-Lazarov Inc’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $326K | Sell |
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|
2019
Q3 | $327K | Hold |
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|
2019
Q2 | $345K | Sell |
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|
2019
Q1 | $433K | Sell |
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|
2018
Q4 | $396K | Sell |
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|
2018
Q3 | $472K | Sell |
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|
2018
Q2 | $501K | Sell |
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|
2018
Q1 | $478K | Hold |
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|
2017
Q4 | $515K | Hold |
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|
2017
Q3 | $466K | Sell |
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|
2017
Q2 | $429K | Buy |
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|
2017
Q1 | $368K | Sell |
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|
2016
Q4 | $388K | Sell |
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|
2016
Q3 | $441K | Hold |
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|
2016
Q2 | $431K | Hold |
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|
2016
Q1 | $407K | Buy |
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