Patriot Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-47,682
| Closed | -$5.5M | – | 61 |
|
|
2014
Q3 | $5.5M | Buy |
47,682
+1,269
| +3% | +$146K | 1.36% | 23 |
|
|
2014
Q2 | $5.91M | Buy |
46,413
+238
| +0.5% | +$30.3K | 1.5% | 22 |
|
|
2014
Q1 | $5.75M | Buy |
46,175
+932
| +2% | +$116K | 1.53% | 22 |
|
|
2013
Q4 | $5.99M | Sell |
45,243
-360
| -0.8% | -$47.7K | 1.65% | 20 |
|
|
2013
Q3 | $5.8M | Buy |
+45,603
| New | +$5.8M | 1.72% | 20 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 24 |
|