Wealthspire Advisors (Maryland)’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $320K | Sell |
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|
2020
Q2 | $530K | Sell |
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|
2020
Q1 | $532K | Sell |
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|
2019
Q4 | $858K | Buy |
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|
2019
Q3 | $748K | Sell |
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|
2019
Q2 | $839K | Sell |
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|
2019
Q1 | $817K | Sell |
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|
2018
Q4 | $787K | Sell |
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|
2018
Q3 | $798K | Sell |
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|
2018
Q2 | $835K | Sell |
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|
2018
Q1 | $826K | Sell |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $942K | Buy |
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|
2017
Q1 | $787K | Buy |
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|
2016
Q4 | $525K | Sell |
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|
2016
Q3 | $660K | Buy |
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|
2016
Q2 | $568K | Buy |
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|
2016
Q1 | $479K | Sell |
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|
2015
Q4 | $509K | Buy |
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