LGWM
Litman Gregory Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-703
| Closed | -$115K | – | 96 |
|
|
2021
Q1 | $115K | Hold |
703
| – | – | 0.02% | 71 |
|
|
2020
Q4 | $112K | Hold |
703
| – | – | 0.02% | 73 |
|
|
2020
Q3 | $97K | Hold |
703
| – | – | 0.02% | 73 |
|
|
2020
Q2 | $94K | Hold |
703
| – | – | 0.02% | 70 |
|
|
2020
Q1 | $89K | Sell |
703
-42
| -6% | -$5.32K | 0.02% | 63 |
|
|
2019
Q4 | $125K | Buy |
745
+42
| +6% | +$7.05K | 0.03% | 65 |
|
|
2019
Q3 | $115K | Buy |
703
+150
| +27% | +$24.5K | 0.03% | 60 |
|
|
2019
Q2 | $95K | Buy |
553
+500
| +943% | +$85.9K | 0.03% | 66 |
|
|
2019
Q1 | $9K | Hold |
53
| – | – | ﹤0.01% | 109 |
|
|
2018
Q4 | $8K | Hold |
53
| – | – | ﹤0.01% | 119 |
|
|
2018
Q3 | $8K | Hold |
53
| – | – | ﹤0.01% | 94 |
|
|
2018
Q2 | $8K | Hold |
53
| – | – | ﹤0.01% | 77 |
|
|
2018
Q1 | $7K | Hold |
53
| – | – | ﹤0.01% | 145 |
|
|
2017
Q4 | $8 | Hold |
53
| – | – | ﹤0.01% | 68 |
|
|
2017
Q3 | $7K | Hold |
53
| – | – | ﹤0.01% | 70 |
|
|
2017
Q2 | $6K | Buy |
+53
| New | +$6K | ﹤0.01% | 47 |
|