Wealthspire Advisors (Maryland)’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $320K | Sell |
2,328
-1,617
| -41% | -$222K | 0.01% | 332 |
|
|
2020
Q2 | $530K | Sell |
3,945
-242
| -6% | -$32.5K | 0.04% | 246 |
|
|
2020
Q1 | $532K | Sell |
4,187
-908
| -18% | -$115K | 0.05% | 222 |
|
|
2019
Q4 | $858K | Buy |
5,095
+519
| +11% | +$87.4K | 0.06% | 187 |
|
|
2019
Q3 | $748K | Sell |
4,576
-294
| -6% | -$48.1K | 0.05% | 188 |
|
|
2019
Q2 | $839K | Sell |
4,870
-126
| -3% | -$21.7K | 0.06% | 154 |
|
|
2019
Q1 | $817K | Sell |
4,996
-552
| -10% | -$90.3K | 0.06% | 161 |
|
|
2018
Q4 | $787K | Sell |
5,548
-88
| -2% | -$12.5K | 0.07% | 145 |
|
|
2018
Q3 | $798K | Sell |
5,636
-160
| -3% | -$22.7K | 0.07% | 171 |
|
|
2018
Q2 | $835K | Sell |
5,796
-302
| -5% | -$43.5K | 0.08% | 149 |
|
|
2018
Q1 | $826K | Sell |
6,098
-1,563
| -20% | -$212K | 0.08% | 156 |
|
|
2017
Q4 | $1.12M | Buy |
7,661
+26
| +0.3% | +$3.8K | 0.11% | 124 |
|
|
2017
Q3 | $1.01M | Sell |
7,635
-227
| -3% | -$30K | 0.11% | 130 |
|
|
2017
Q2 | $942K | Buy |
7,862
+1,054
| +15% | +$126K | 0.11% | 124 |
|
|
2017
Q1 | $787K | Buy |
6,808
+1,759
| +35% | +$203K | 0.11% | 120 |
|
|
2016
Q4 | $525K | Sell |
5,049
-638
| -11% | -$66.3K | 0.08% | 170 |
|
|
2016
Q3 | $660K | Buy |
5,687
+656
| +13% | +$76.1K | 0.1% | 138 |
|
|
2016
Q2 | $568K | Buy |
5,031
+595
| +13% | +$67.2K | 0.09% | 142 |
|
|
2016
Q1 | $479K | Sell |
4,436
-230
| -5% | -$24.8K | 0.08% | 163 |
|
|
2015
Q4 | $509K | Buy |
+4,666
| New | +$509K | 0.09% | 149 |
|