Rockefeller Financial Services’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$50K Sell
2017
Q3
$125K Buy
2016
Q2
Sell
2016
Q1
$10K Buy
2014
Q3
Sell
2014
Q2
$40K Sell
2014
Q1
$133K Buy
2013
Q4
$4K Sell
2013
Q3
$76K Hold
2013
Q2
$69K Buy