Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-26,801
Closed -$3.38M 95
2024
Q2
$3.38M Sell
26,801
-2,630
-9% -$362K 0.42% 60
2024
Q1
$4.38M Sell
29,431
-13,844
-32% -$2.03M 0.46% 77
2023
Q4
$6.3M Buy
43,275
+3,514
+9% +$519K 1.01% 41
2023
Q3
$5.93M Buy
39,761
+1,810
+5% +$303K 1.06% 39
2023
Q2
$6.58M Buy
37,951
+981
+3% +$175K 1.2% 30
2023
Q1
$6.7M Buy
36,970
+1,177
+3% +$208K 1.25% 27
2022
Q4
$6.38M Buy
35,793
+384
+1% +$67.4K 1.3% 24
2022
Q3
$6.01M Sell
35,409
-285
-0.8% -$51.1K 1.28% 29
2022
Q2
$6.21M Sell
35,694
-2,089
-6% -$397K 1.24% 25
2022
Q1
$7.67M Buy
37,783
+1,186
+3% +$238K 1.27% 22
2021
Q4
$8.06M Sell
36,597
-20
-0.1% -$4.1K 1.41% 17
2021
Q3
$7.07M Buy
36,617
+1,135
+3% +$220K 1.2% 23
2021
Q2
$6.8M Sell
35,482
-3,673
-9% -$683K 1.17% 31
2021
Q1
$6.43M Sell
39,155
-3,432
-8% -$561K 1.14% 26
2020
Q4
$6.76M Buy
42,587
+12,157
+40% +$1.81M 1.13% 34
2020
Q3
$3.11M Sell
30,430
-4,655
-13% -$642K 0.56% 56
2020
Q2
$4.71M Sell
35,085
-2,530
-7% -$347K 0.89% 38
2020
Q1
$4.78M Buy
37,615
+591
+2% +$88.7K 1.14% 33
2019
Q4
$6.24M Buy
37,024
+1,069
+3% +$174K 1.31% 29
2019
Q3
$5.88M Sell
35,955
-3,054
-8% -$511K 1.19% 24
2019
Q2
$6.72M Buy
39,009
+766
+2% +$129K 1.43% 19
2019
Q1
$6.26M Sell
38,243
-5,130
-12% -$783K 1.22% 25
2018
Q4
$6.15M Buy
43,373
+1,035
+2% +$146K 1.41% 23
2018
Q3
$6M Buy
42,338
+5,801
+16% +$833K 1.02% 31
2018
Q2
$5.26M Sell
36,537
-4,904
-12% -$702K 0.83% 34
2018
Q1
$5.61M Buy
41,441
+10,693
+35% +$1.49M 0.8% 39
2017
Q4
$4.49M Buy
30,748
+608
+2% +$83.8K 0.61% 47
2017
Q3
$3.98M Buy
30,140
+3,903
+15% +$504K 0.59% 48
2017
Q2
$3.14M Buy
+26,237
New +$3.12M 0.47% 55
2014
Q3
Sell
-4,060
Closed -$517K 282
2014
Q2
$517K Buy
+4,060
New +$512K 0.12% 95

Other funds holding DEO