SIA
Sage Investment Advisers’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $278K | Sell |
1,984
-136
| -6% | -$19.1K | 0.29% | 58 |
|
|
2024
Q2 | $267K | Buy |
+2,120
| New | +$267K | 0.3% | 54 |
|
|
2023
Q1 | – | Sell |
-1,380
| Closed | -$246K | – | 64 |
|
|
2022
Q4 | $246K | Buy |
1,380
+151
| +12% | +$26.9K | 0.35% | 54 |
|
|
2022
Q3 | $209K | Buy |
+1,229
| New | +$209K | 0.33% | 55 |
|
|
2022
Q1 | – | Sell |
-928
| Closed | -$204K | – | 71 |
|
|
2021
Q4 | $204K | Buy |
+928
| New | +$204K | 0.26% | 70 |
|