Wellesley Investment Partners’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 | $312K | Sell |
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|
2020
Q2 | $330K | Sell |
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|
2020
Q1 | $351K | Sell |
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|
2019
Q4 | $500K | Buy |
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|
2019
Q3 | $374K | Sell |
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|
2019
Q2 | $411K | Sell |
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|
2019
Q1 | $402K | Sell |
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|
2018
Q4 | $410K | Sell |
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|
2018
Q3 | $414K | Buy |
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|
2018
Q2 | $361K | Buy |
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|
2018
Q1 | $319K | Buy |
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|
2017
Q4 | $301K | Buy |
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|
2017
Q3 | $267K | Buy |
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