Walter & Keenan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $237K | Sell |
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|
2022
Q3 | $243K | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $291K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $276K | Hold |
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|
2021
Q2 | $275K | Sell |
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|
2021
Q1 | $416K | Buy |
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|
2020
Q4 | $259K | Sell |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $340K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $426K | Hold |
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|
2019
Q3 | $414K | Hold |
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|
2019
Q2 | $436K | Hold |
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|
2019
Q1 | $414K | Sell |
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|
2018
Q4 | $416K | Sell |
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|
2018
Q3 | $439 | Hold |
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|
2018
Q2 | $447K | Sell |
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|
2018
Q1 | $434K | Hold |
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|
2017
Q4 | $468K | Buy |
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|
2017
Q3 | $410K | Sell |
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|
2017
Q2 | $384K | Hold |
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|
2017
Q1 | $370K | Buy |
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|
2016
Q4 | $260K | Buy |
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|
2016
Q3 | $244K | Sell |
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|
2016
Q2 | $367K | Sell |
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|
2016
Q1 | $381K | Sell |
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|
2015
Q4 | $418K | Buy |
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|
2015
Q3 | $356K | Buy |
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|
2015
Q2 | $329K | Buy |
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|
2015
Q1 | $233K | Buy |
|