Ropes Wealth Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $388K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $19K | Buy |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $20K | Buy |
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|
2019
Q2 | $4K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2K | Buy |
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