Perennial Advisors’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 | $1.16M | Sell |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q2 | $2.44M | Buy |
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|
2024
Q1 | $2.63M | Buy |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $2.77M | Buy |
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|
2023
Q2 | $3.15M | Buy |
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|
2023
Q1 | $3.16M | Buy |
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|
2022
Q4 | $3.03M | Buy |
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|
2022
Q3 | $2.77M | Buy |
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|
2022
Q2 | $2.73M | Buy |
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|
2022
Q1 | $2.99M | Buy |
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|
2021
Q4 | $2.67M | Buy |
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|
2021
Q3 | $2.25M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $917K | Buy |
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|
2020
Q2 | $485K | Buy |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q4 | $270K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $106K | Buy |
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|
2018
Q3 | $57K | Buy |
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