Sargent Bickham Lagudis’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $268K | Hold |
1,505
| – | – | 0.02% | 237 |
|
|
2022
Q3 | $255K | Sell |
1,505
-76
| -5% | -$13.6K | 0.02% | 223 |
|
|
2022
Q2 | $275K | Buy |
1,581
+76
| +5% | +$14.5K | 0.02% | 218 |
|
|
2022
Q1 | $306K | Sell |
1,505
-250
| -14% | -$50.1K | 0.02% | 212 |
|
|
2021
Q4 | $386K | Sell |
1,755
-49
| -3% | -$10K | 0.03% | 191 |
|
|
2021
Q3 | $348K | Buy |
1,804
+699
| +63% | +$135K | 0.03% | 197 |
|
|
2021
Q2 | $212K | Hold |
1,105
| – | – | 0.02% | 244 |
|
|
2021
Q1 | $181K | Hold |
1,105
| – | – | 0.02% | 253 |
|
|
2020
Q4 | $175K | Hold |
1,105
| – | – | 0.02% | 256 |
|
|
2020
Q3 | $152K | Sell |
1,105
-33
| -3% | -$4.55K | 0.02% | 244 |
|
|
2020
Q2 | $153K | Sell |
1,138
-3,391
| -75% | -$465K | 0.02% | 227 |
|
|
2020
Q1 | $576K | Buy |
4,529
+3,325
| +276% | +$499K | 0.07% | 138 |
|
|
2019
Q4 | $203K | Buy |
1,204
+162
| +16% | +$26.3K | 0.02% | 201 |
|
|
2019
Q3 | $170K | Sell |
1,042
-109
| -9% | -$18.2K | 0.02% | 205 |
|
|
2019
Q2 | $198K | Sell |
1,151
-29
| -2% | -$4.88K | 0.02% | 204 |
|
|
2019
Q1 | $193K | Sell |
1,180
-32
| -3% | -$4.88K | 0.02% | 213 |
|
|
2018
Q4 | $172K | Buy |
1,212
+99
| +9% | +$13.9K | 0.02% | 212 |
|
|
2018
Q3 | $158K | Sell |
1,113
-55
| -5% | -$7.89K | 0.02% | 227 |
|
|
2018
Q2 | $168K | Hold |
1,168
| – | – | 0.02% | 221 |
|
|
2018
Q1 | $158K | Sell |
1,168
-55
| -4% | -$7.65K | 0.02% | 233 |
|
|
2017
Q4 | $179K | Hold |
1,223
| – | – | 0.02% | 228 |
|
|
2017
Q3 | $162K | Hold |
1,223
| – | – | 0.02% | 237 |
|
|
2017
Q2 | $147K | Sell |
1,223
-87
| -7% | -$10.4K | 0.02% | 233 |
|
|
2017
Q1 | $151K | Sell |
1,310
-200
| -13% | -$22.4K | 0.02% | 237 |
|
|
2016
Q4 | $157K | Sell |
1,510
-243
| -14% | -$25.6K | 0.02% | 223 |
|
|
2016
Q3 | $203 | Buy |
1,753
+93
| +6% | +$10.6K | 0.03% | 202 |
|
|
2016
Q2 | $187K | Sell |
1,660
-450
| -21% | -$48.7K | 0.03% | 209 |
|
|
2016
Q1 | $228K | Buy |
+2,110
| New | +$223K | 0.04% | 188 |
|
Other funds holding DEO
AWA
LCOV
MG