SVA Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Sell |
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|
2019
Q3 | $256K | Sell |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $293K | Buy |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $278K | Sell |
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|
2018
Q1 | $374K | Buy |
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|
2017
Q4 | $325K | Sell |
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|
2017
Q3 | $374K | Sell |
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|
2017
Q2 | $350K | Sell |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $1.52M | Sell |
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|
2016
Q3 | $1.81M | Buy |
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|
2016
Q2 | $1.74M | Sell |
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|
2016
Q1 | $1.95M | Sell |
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|
2015
Q4 | $2.03M | Sell |
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|
2015
Q3 | $2.2M | Buy |
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|
2015
Q2 | $2.08M | Sell |
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|
2015
Q1 | $2.06M | Buy |
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|
2014
Q4 | $1.17M | Buy |
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|
2014
Q3 | $953K | Buy |
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|
2014
Q2 | $324K | Buy |
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|
2014
Q1 | $249K | Buy |
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