LB
Legacy Bridge’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.3K | Sell |
935
-155
| -14% | -$15.6K | 0.04% | 163 |
|
|
2025
Q1 | $114K | Sell |
1,090
-37
| -3% | -$3.88K | 0.06% | 152 |
|
|
2024
Q4 | $143K | Sell |
1,127
-150
| -12% | -$19.1K | 0.07% | 151 |
|
|
2024
Q3 | $179K | Hold |
1,277
| – | – | 0.1% | 142 |
|
|
2024
Q2 | $161K | Hold |
1,277
| – | – | 0.09% | 137 |
|
|
2024
Q1 | $190K | Sell |
1,277
-200
| -14% | -$29.7K | 0.11% | 136 |
|
|
2023
Q4 | $215K | Sell |
1,477
-225
| -13% | -$32.8K | 0.14% | 135 |
|
|
2023
Q3 | $254K | Hold |
1,702
| – | – | 0.18% | 127 |
|
|
2023
Q2 | $295K | Sell |
1,702
-200
| -11% | -$34.7K | 0.2% | 122 |
|
|
2023
Q1 | $345K | Hold |
1,902
| – | – | 0.24% | 118 |
|
|
2022
Q4 | $339K | Hold |
1,902
| – | – | 0.24% | 116 |
|
|
2022
Q3 | $323K | Hold |
1,902
| – | – | 0.26% | 111 |
|
|
2022
Q2 | $331K | Hold |
1,902
| – | – | 0.24% | 116 |
|
|
2022
Q1 | $386K | Hold |
1,902
| – | – | 0.23% | 123 |
|
|
2021
Q4 | $419K | Hold |
1,902
| – | – | 0.22% | 124 |
|
|
2021
Q3 | $367K | Buy |
1,902
+40
| +2% | +$7.72K | 0.21% | 123 |
|
|
2021
Q2 | $357K | Hold |
1,862
| – | – | 0.2% | 127 |
|
|
2021
Q1 | $306K | Sell |
1,862
-37
| -2% | -$6.08K | 0.2% | 122 |
|
|
2020
Q4 | $302K | Hold |
1,899
| – | – | 0.22% | 115 |
|
|
2020
Q3 | $261K | Sell |
1,899
-38
| -2% | -$5.22K | 0.24% | 111 |
|
|
2020
Q2 | $260K | Sell |
1,937
-174
| -8% | -$23.4K | 0.29% | 107 |
|
|
2020
Q1 | $268K | Buy |
2,111
+38
| +2% | +$4.82K | 0.34% | 104 |
|
|
2019
Q4 | $349K | Buy |
2,073
+273
| +15% | +$46K | 0.29% | 107 |
|
|
2019
Q3 | $294K | Sell |
1,800
-311
| -15% | -$50.8K | 0.28% | 109 |
|
|
2019
Q2 | $364K | Hold |
2,111
| – | – | 0.35% | 100 |
|
|
2019
Q1 | $345K | Hold |
2,111
| – | – | 0.36% | 98 |
|
|
2018
Q4 | $299K | Buy |
+2,111
| New | +$299K | 0.37% | 94 |
|