Personal Capital Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $278K | Buy |
1,561
+108
| +7% | +$19.2K | ﹤0.01% | 399 |
|
|
2022
Q3 | $247K | Buy |
1,453
+40
| +3% | +$6.8K | ﹤0.01% | 399 |
|
|
2022
Q2 | $246K | Hold |
1,413
| – | – | ﹤0.01% | 389 |
|
|
2022
Q1 | $287K | Sell |
1,413
-313
| -18% | -$63.6K | ﹤0.01% | 397 |
|
|
2021
Q4 | $380K | Buy |
1,726
+264
| +18% | +$58.1K | ﹤0.01% | 383 |
|
|
2021
Q3 | $282K | Sell |
1,462
-5
| -0.3% | -$964 | ﹤0.01% | 419 |
|
|
2021
Q2 | $281K | Sell |
1,467
-70
| -5% | -$13.4K | ﹤0.01% | 406 |
|
|
2021
Q1 | $252K | Sell |
1,537
-118
| -7% | -$19.3K | ﹤0.01% | 424 |
|
|
2020
Q4 | $263K | Sell |
1,655
-288
| -15% | -$45.8K | ﹤0.01% | 399 |
|
|
2020
Q3 | $267K | Buy |
+1,943
| New | +$267K | ﹤0.01% | 355 |
|
|
2020
Q2 | – | Sell |
-1,988
| Closed | -$253K | – | 368 |
|
|
2020
Q1 | $253K | Sell |
1,988
-304
| -13% | -$38.7K | ﹤0.01% | 302 |
|
|
2019
Q4 | $386K | Buy |
2,292
+490
| +27% | +$82.5K | ﹤0.01% | 296 |
|
|
2019
Q3 | $294K | Buy |
1,802
+85
| +5% | +$13.9K | ﹤0.01% | 299 |
|
|
2019
Q2 | $296K | Sell |
1,717
-148
| -8% | -$25.5K | ﹤0.01% | 273 |
|
|
2019
Q1 | $305K | Buy |
1,865
+219
| +13% | +$35.8K | ﹤0.01% | 269 |
|
|
2018
Q4 | $233K | Sell |
1,646
-16
| -1% | -$2.27K | ﹤0.01% | 281 |
|
|
2018
Q3 | $235K | Buy |
+1,662
| New | +$235K | ﹤0.01% | 275 |
|