Schechter Investment Advisors’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$260K Buy
2024
Q2
$203K Sell
2024
Q1
$361K Buy
2023
Q4
$255K Sell
2023
Q3
$319K Buy
2023
Q2
$346K Sell
2023
Q1
$384K Sell
2022
Q4
$459K Buy
2022
Q3
$388K Buy
2022
Q2
$349K Sell
2022
Q1
$698K Sell
2021
Q4
$800K Buy