WealthSource Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $221K | Sell |
|
|||||
|
2023
Q2 | $267K | Sell |
|
|||||
|
2023
Q1 | $282K | Hold |
|
|||||
|
2022
Q4 | $277K | Sell |
|
|||||
|
2022
Q3 | $275K | Sell |
|
|||||
|
2022
Q2 | $563K | Sell |
|
|||||
|
2022
Q1 | $679K | Sell |
|
|||||
|
2021
Q4 | $747K | Sell |
|
|||||
|
2021
Q3 | $685K | Buy |
|
|||||
|
2021
Q2 | $586K | Buy |
|
|||||
|
2021
Q1 | $381K | Buy |
|
|||||
|
2020
Q4 | $343K | Buy |
|
|||||
|
2020
Q3 | $288K | Buy |
|
|||||
|
2020
Q2 | $247K | Sell |
|
|||||
|
2020
Q1 | $366K | Sell |
|
|||||
|
2019
Q4 | $694K | Sell |
|
|||||
|
2019
Q3 | $730K | Buy |
|
|||||
|
2019
Q2 | $600K | Buy |
|
|||||
|
2019
Q1 | $228K | Buy |
|