Welch & Forbes’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $498K | Sell |
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.32M | Hold |
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|
2023
Q3 | $1.36M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.57M | Hold |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $1.72M | Hold |
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|
2021
Q2 | $1.71M | Hold |
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|
2021
Q1 | $1.47M | Hold |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $878K | Buy |
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|
2020
Q1 | $751K | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $1.04M | Hold |
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|
2019
Q1 | $986K | Buy |
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|
2018
Q4 | $835K | Buy |
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|
2018
Q3 | $684K | Hold |
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|
2018
Q2 | $696K | Hold |
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|
2018
Q1 | $654K | Buy |
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|
2017
Q4 | $244K | Buy |
|
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $200K | Buy |
|
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $232K | Hold |
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|
2016
Q1 | $222K | Sell |
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|
2015
Q4 | $259K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $202K | Sell |
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|
2014
Q3 | $278K | Buy |
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|
2014
Q2 | $231K | Hold |
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|
2014
Q1 | $227K | Buy |
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|
2013
Q4 | $234K | Hold |
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|
2013
Q3 | $224K | Sell |
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|
2013
Q2 | $251K | Buy |
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