Patton Albertson Miller Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-925
| Closed | -$204K | – | 248 |
|
|
2021
Q4 | $204K | Buy |
+925
| New | +$204K | 0.03% | 248 |
|
|
2020
Q1 | – | Sell |
-1,585
| Closed | -$267K | – | 215 |
|
|
2019
Q4 | $267K | Hold |
1,585
| – | – | 0.07% | 208 |
|
|
2019
Q3 | $259K | Sell |
1,585
-40
| -2% | -$6.54K | 0.07% | 210 |
|
|
2019
Q2 | $266K | Buy |
+1,625
| New | +$266K | 0.08% | 212 |
|