LM
Lincluden Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.85M | Sell |
58,026
-472
| -0.8% | -$47.6K | 0.65% | 31 |
|
|
2025
Q1 | $6.13M | Buy |
58,498
+759
| +1% | +$79.5K | 0.78% | 28 |
|
|
2024
Q4 | $7.34M | Sell |
57,739
-331
| -0.6% | -$42.1K | 0.89% | 26 |
|
|
2024
Q3 | $8.15M | Buy |
58,070
+7,470
| +15% | +$1.05M | 0.89% | 25 |
|
|
2024
Q2 | $6.38M | Sell |
50,600
-640
| -1% | -$80.7K | 0.77% | 25 |
|
|
2024
Q1 | $7.46M | Hold |
51,240
| – | – | 0.89% | 22 |
|
|
2023
Q4 | $7.46M | Buy |
+51,240
| New | +$7.46M | 0.91% | 22 |
|