Sullivan, Bruyette, Speros & Blaney’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $145K | Sell |
882
-14
| -2% | -$2.3K | 0.01% | 352 |
|
|
2020
Q4 | $142K | Sell |
896
-137
| -13% | -$21.7K | 0.01% | 332 |
|
|
2020
Q3 | $142K | Sell |
1,033
-177
| -15% | -$24.3K | 0.01% | 293 |
|
|
2020
Q2 | $163K | Buy |
1,210
+177
| +17% | +$23.8K | 0.01% | 262 |
|
|
2020
Q1 | $131K | Buy |
1,033
+101
| +11% | +$12.8K | 0.01% | 263 |
|
|
2019
Q4 | $157K | Hold |
932
| – | – | 0.01% | 283 |
|
|
2019
Q3 | $152K | Buy |
+932
| New | +$152K | 0.01% | 278 |
|