Mariner Wealth Advisors (Cincinnati)’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
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|
2018
Q2 | $272K | Buy |
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|
2018
Q1 | $235K | Buy |
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|
2017
Q4 | $238K | Sell |
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|
2017
Q3 | $312K | Buy |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $226K | Sell |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $246K | Sell |
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|
2016
Q2 | $261K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $266K | Buy |
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|
2015
Q1 | $273K | Buy |
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|
2014
Q4 | $214K | Buy |
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