WealthPLAN Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $5.92M | Buy |
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|
2023
Q2 | $3.34M | Sell |
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|
2023
Q1 | $7.56M | Sell |
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|
2022
Q4 | $16.2M | Buy |
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|
2022
Q1 | $15.1M | Buy |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $14.2M | Buy |
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|
2021
Q2 | $13.3M | Buy |
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|
2021
Q1 | $11M | Buy |
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|
2020
Q4 | $9.57M | Buy |
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|
2020
Q3 | $8.02M | Buy |
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|
2020
Q2 | $6.81M | Buy |
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|
2020
Q1 | $6.44M | Buy |
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|
2019
Q4 | $470K | Sell |
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|
2019
Q3 | $477K | Sell |
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|
2019
Q2 | $632K | Buy |
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|
2019
Q1 | $601K | Sell |
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|
2018
Q4 | $562K | Buy |
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|
2018
Q3 | $506K | Sell |
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|
2018
Q2 | $528K | Sell |
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|
2018
Q1 | $1.64M | Buy |
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|
2017
Q4 | $1.41M | Buy |
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|
2017
Q3 | $1.18M | Sell |
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|
2017
Q2 | $1.07M | Buy |
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|
2017
Q1 | $202K | Buy |
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|
2016
Q3 | $4.06M | Sell |
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|
2016
Q2 | $3.62M | Buy |
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|
2015
Q4 | $1.84M | Buy |
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|
2015
Q2 | $658K | Buy |
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|
2015
Q1 | $378K | Buy |
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