Sanders Morris Harris’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 | $221K | Sell |
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|
2025
Q2 | $258K | Hold |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $231K | Hold |
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|
2022
Q1 | $269K | Hold |
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|
2021
Q4 | $292K | Hold |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $254K | Hold |
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|
2021
Q1 | $218K | Hold |
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|
2020
Q4 | $210K | Buy |
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