Meristem Family Wealth’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$326K Sell
2021
Q4
$641K Sell
2021
Q3
$576K Buy
2021
Q2
$473K Buy
2021
Q1
$316K Sell
2020
Q4
$318K Sell
2020
Q3
$282K Buy
2020
Q2
$271K Hold
2020
Q1
$256K Buy
2019
Q4
$309K Hold
2019
Q3
$300K Buy