Patriot Financial Group Insurance Agency’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $975K | Buy |
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|
2025
Q1 | $922K | Buy |
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|
2024
Q4 | $918K | Buy |
|
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|
2024
Q3 | $998K | Buy |
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|
2024
Q2 | $720K | Buy |
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|
2024
Q1 | $735K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $73K | Sell |
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|
2022
Q1 | $95K | Sell |
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|
2021
Q4 | $115K | Hold |
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|
2021
Q3 | $100K | Buy |
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|
2021
Q2 | $60K | Sell |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q4 | $46K | Buy |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $35K | Sell |
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|
2020
Q1 | $49K | Buy |
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|
2019
Q4 | $9K | Sell |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $48K | Sell |
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|
2019
Q1 | $62K | Buy |
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|
2018
Q4 | $53K | Hold |
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|
2018
Q3 | $53K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $28K | Hold |
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|
2017
Q4 | $29K | Sell |
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|
2017
Q3 | $34K | Sell |
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|
2017
Q2 | $39K | Sell |
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|
2017
Q1 | $49K | Hold |
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|
2016
Q4 | $46K | Buy |
|