L.J. Altfest & Co’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,266
| Closed | -$486K | – | 322 |
|
|
2024
Q1 | $486K | Buy |
+3,266
| New | +$486K | 0.07% | 201 |
|
|
2022
Q1 | – | Sell |
-967
| Closed | -$213K | – | 260 |
|
|
2021
Q4 | $213K | Buy |
+967
| New | +$213K | 0.04% | 233 |
|
|
2020
Q4 | – | Sell |
-11,178
| Closed | -$1.54M | – | 269 |
|
|
2020
Q3 | $1.54M | Sell |
11,178
-2,359
| -17% | -$325K | 0.41% | 42 |
|
|
2020
Q2 | $1.82M | Buy |
+13,537
| New | +$1.82M | 0.52% | 35 |
|