Mark Sheptoff Financial Planning’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $25.4K | Hold |
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|
2024
Q3 | $28.1K | Hold |
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|
2024
Q2 | $25.2K | Hold |
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|
2024
Q1 | $29.7K | Sell |
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|
2023
Q4 | $175K | Hold |
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|
2023
Q3 | $179K | Hold |
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|
2023
Q2 | $208K | Hold |
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|
2023
Q1 | $217K | Hold |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $232K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $197K | Hold |
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|
2020
Q4 | $191K | Hold |
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|
2020
Q3 | $165K | Hold |
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|
2020
Q2 | $161K | Hold |
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|
2020
Q1 | $153K | Hold |
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|
2019
Q4 | $202K | Hold |
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|
2019
Q3 | $196K | Hold |
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|
2019
Q2 | $207K | Hold |
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|
2019
Q1 | $196K | Buy |
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|
2018
Q4 | $135K | Hold |
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|
2018
Q3 | $135K | Hold |
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|
2018
Q2 | $137K | Hold |
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|
2018
Q1 | $129K | Hold |
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|
2017
Q4 | $139K | Sell |
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|
2017
Q3 | $225K | Hold |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | $139K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $270K | Sell |
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|
2015
Q4 | $376K | Sell |
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|
2015
Q3 | $400K | Sell |
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|
2015
Q2 | $523K | Sell |
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|
2015
Q1 | $600K | Buy |
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|
2014
Q4 | $585K | Sell |
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|
2014
Q3 | $1.35M | Sell |
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|
2014
Q2 | $2.67M | Sell |
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|
2014
Q1 | $2.76M | Buy |
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