Wheatland Advisors’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
2019
Q4
$328K Sell
2019
Q3
$320K Hold
2019
Q2
$338K Sell
2019
Q1
$329K Hold
2018
Q4
$285K Hold
2018
Q3
$285K Hold
2018
Q2
$289K Hold
2018
Q1
$272K Hold
2017
Q4
$294K Hold
2017
Q3
$266K Hold
2017
Q2
$241K Hold
2017
Q1
$232K Buy