Sullivan, Bruyette, Speros & Blaney’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$145K Sell
2020
Q4
$142K Sell
2020
Q3
$142K Sell
2020
Q2
$163K Buy
2020
Q1
$131K Buy
2019
Q4
$157K Hold
2019
Q3
$152K Buy