Occidental Asset Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
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|
2025
Q1 | $400K | Sell |
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|
2024
Q4 | $506K | Hold |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $722K | Hold |
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|
2023
Q4 | $707K | Sell |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $879K | Sell |
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|
2023
Q1 | $940K | Sell |
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|
2022
Q4 | $927K | Sell |
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|
2022
Q3 | $896K | Hold |
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|
2022
Q2 | $919K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $1.05M | Hold |
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|
2021
Q2 | $1.04M | Sell |
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|
2021
Q1 | $894K | Sell |
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|
2020
Q4 | $867K | Sell |
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|
2020
Q3 | $767K | Sell |
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|
2020
Q2 | $769K | Hold |
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|
2020
Q1 | $728K | Hold |
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|
2019
Q4 | $964K | Hold |
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|
2019
Q3 | $936K | Sell |
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|
2019
Q2 | $995K | Sell |
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|
2019
Q1 | $950K | Sell |
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|
2018
Q4 | $837K | Sell |
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|
2018
Q3 | $851K | Sell |
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|
2018
Q2 | $888K | Sell |
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|
2018
Q1 | $996K | Sell |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $950K | Sell |
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|
2017
Q1 | $922K | Buy |
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|
2016
Q4 | $809K | Sell |
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|
2016
Q3 | $953K | Buy |
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|
2016
Q2 | $916K | Buy |
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|
2016
Q1 | $733K | Sell |
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|
2015
Q4 | $752K | Sell |
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|
2015
Q3 | $761K | Sell |
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|
2015
Q2 | $846K | Sell |
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|
2015
Q1 | $823K | Sell |
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|
2014
Q4 | $878K | Sell |
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|
2014
Q3 | $1.26M | Buy |
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|
2014
Q2 | $865K | Sell |
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|
2014
Q1 | $1.46M | Buy |
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