Meyer Handelman Company’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,393
| Closed | -$936K | – | 192 |
|
|
2023
Q2 | $936K | Buy |
5,393
+1,255
| +30% | +$218K | 0.04% | 147 |
|
|
2023
Q1 | $750K | Buy |
+4,138
| New | +$750K | 0.03% | 155 |
|
|
2021
Q1 | – | Sell |
-3,894
| Closed | -$619K | – | 201 |
|
|
2020
Q4 | $619K | Hold |
3,894
| – | – | 0.03% | 160 |
|
|
2020
Q3 | $535K | Hold |
3,894
| – | – | 0.03% | 157 |
|
|
2020
Q2 | $523K | Hold |
3,894
| – | – | 0.03% | 161 |
|
|
2020
Q1 | $496K | Hold |
3,894
| – | – | 0.03% | 150 |
|
|
2019
Q4 | $657K | Buy |
+3,894
| New | +$657K | 0.03% | 154 |
|