Legacy Wealth Planning’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$274K Buy
2022
Q2
$229K Hold
2022
Q1
$267K Hold
2021
Q4
$289K Hold
2021
Q3
$254K Hold
2021
Q2
$252K Hold
2021
Q1
$216K Hold
2020
Q4
$209K Buy
2020
Q1
Sell
2019
Q4
$221K Buy