LKIM
Lawson Kroeker Investment Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
3,432
| – | – | 0.06% | 83 |
|
|
2025
Q1 | $360K | Sell |
3,432
-2,148
| -38% | -$225K | 0.07% | 79 |
|
|
2024
Q4 | $709K | Sell |
5,580
-187
| -3% | -$23.8K | 0.13% | 71 |
|
|
2024
Q3 | $809K | Sell |
5,767
-2,805
| -33% | -$394K | 0.15% | 70 |
|
|
2024
Q2 | $1.08M | Buy |
8,572
+162
| +2% | +$20.4K | 0.21% | 61 |
|
|
2024
Q1 | $1.25M | Sell |
8,410
-5,836
| -41% | -$868K | 0.24% | 60 |
|
|
2023
Q4 | $2.08M | Buy |
14,246
+72
| +0.5% | +$10.5K | 0.43% | 53 |
|
|
2023
Q3 | $2.11M | Hold |
14,174
| – | – | 0.47% | 54 |
|
|
2023
Q2 | $2.46M | Sell |
14,174
-40
| -0.3% | -$6.94K | 0.59% | 47 |
|
|
2023
Q1 | $2.58M | Buy |
14,214
+10,214
| +255% | +$1.85M | 0.58% | 52 |
|
|
2022
Q4 | $713K | Sell |
4,000
-350
| -8% | -$62.4K | 0.24% | 43 |
|
|
2022
Q3 | $739K | Buy |
4,350
+110
| +3% | +$18.7K | 0.26% | 44 |
|
|
2022
Q2 | $738K | Hold |
4,240
| – | – | 0.25% | 46 |
|
|
2022
Q1 | $861K | Hold |
4,240
| – | – | 0.27% | 44 |
|
|
2021
Q4 | $933K | Sell |
4,240
-95
| -2% | -$20.9K | 0.29% | 44 |
|
|
2021
Q3 | $837K | Sell |
4,335
-100
| -2% | -$19.3K | 0.28% | 44 |
|
|
2021
Q2 | $850K | Hold |
4,435
| – | – | 0.27% | 43 |
|
|
2021
Q1 | $728K | Sell |
4,435
-50
| -1% | -$8.21K | 0.25% | 44 |
|
|
2020
Q4 | $712K | Sell |
4,485
-100
| -2% | -$15.9K | 0.27% | 44 |
|
|
2020
Q3 | $631K | Sell |
4,585
-50
| -1% | -$6.88K | 0.28% | 45 |
|
|
2020
Q2 | $623K | Hold |
4,635
| – | – | 0.29% | 44 |
|
|
2020
Q1 | $589K | Sell |
4,635
-125
| -3% | -$15.9K | 0.33% | 44 |
|
|
2019
Q4 | $802K | Sell |
4,760
-515
| -10% | -$86.8K | 0.3% | 43 |
|
|
2019
Q3 | $863K | Sell |
5,275
-290
| -5% | -$47.4K | 0.33% | 44 |
|
|
2019
Q2 | $959K | Sell |
5,565
-200
| -3% | -$34.5K | 0.32% | 40 |
|
|
2019
Q1 | $943K | Sell |
5,765
-340
| -6% | -$55.6K | 0.34% | 40 |
|
|
2018
Q4 | $866K | Sell |
6,105
-165
| -3% | -$23.4K | 0.34% | 41 |
|
|
2018
Q3 | $888K | Sell |
6,270
-100
| -2% | -$14.2K | 0.29% | 45 |
|
|
2018
Q2 | $917K | Sell |
6,370
-50
| -0.8% | -$7.2K | 0.33% | 46 |
|
|
2018
Q1 | $869K | Buy |
6,420
+200
| +3% | +$27.1K | 0.28% | 47 |
|
|
2017
Q4 | $908K | Sell |
6,220
-650
| -9% | -$94.9K | 0.29% | 47 |
|
|
2017
Q3 | $908K | Sell |
6,870
-85
| -1% | -$11.2K | 0.29% | 49 |
|
|
2017
Q2 | $833K | Buy |
6,955
+190
| +3% | +$22.8K | 0.28% | 50 |
|
|
2017
Q1 | $782K | Hold |
6,765
| – | – | 0.26% | 51 |
|
|
2016
Q4 | $703K | Buy |
6,765
+300
| +5% | +$31.2K | 0.24% | 53 |
|
|
2016
Q3 | $750K | Buy |
6,465
+100
| +2% | +$11.6K | 0.24% | 52 |
|
|
2016
Q2 | $718K | Buy |
6,365
+1,420
| +29% | +$160K | 0.24% | 52 |
|
|
2016
Q1 | $533K | Hold |
4,945
| – | – | 0.18% | 59 |
|
|
2015
Q4 | $539K | Buy |
+4,945
| New | +$539K | 0.19% | 56 |
|