Security National Trust’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $144K | Hold |
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|
2021
Q1 | $123K | Hold |
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|
2020
Q4 | $119K | Buy |
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|
2020
Q3 | $83K | Hold |
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|
2020
Q2 | $81K | Sell |
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|
2020
Q1 | $102K | Hold |
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|
2019
Q4 | $135K | Buy |
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|
2019
Q3 | $98K | Hold |
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|
2019
Q2 | $103K | Hold |
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|
2019
Q1 | $98K | Hold |
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|
2018
Q4 | $85K | Sell |
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|
2018
Q3 | $120K | Hold |
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|
2018
Q2 | $122K | Hold |
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|
2018
Q1 | $115K | Hold |
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|
2017
Q4 | $124K | Hold |
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|
2017
Q3 | $112K | Hold |
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|
2017
Q2 | $102K | Sell |
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|
2017
Q1 | $121K | Sell |
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|
2016
Q4 | $145K | Sell |
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|
2016
Q3 | $169K | Hold |
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|
2016
Q2 | $163K | Hold |
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|
2016
Q1 | $157K | Sell |
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|
2015
Q4 | $169K | Sell |
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|
2015
Q3 | $232K | Hold |
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|
2015
Q2 | $250K | Hold |
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|
2015
Q1 | $238K | Buy |
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|
2014
Q4 | $228K | Hold |
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|
2014
Q3 | $231K | Hold |
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|
2014
Q2 | $255K | Hold |
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|
2014
Q1 | $249K | Buy |
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|
2013
Q4 | $60K | Hold |
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|
2013
Q3 | $57K | Hold |
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|
2013
Q2 | $52K | Buy |
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