YorkBridge Wealth Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $409K | Buy |
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|
2021
Q3 | $348K | Buy |
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|
2021
Q2 | $321K | Sell |
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|
2021
Q1 | $383K | Buy |
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|
2020
Q4 | $271K | Buy |
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|
2020
Q3 | $231K | Buy |
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|
2020
Q2 | $221K | Sell |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $291K | Buy |
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|
2019
Q3 | $277K | Sell |
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|
2019
Q2 | $398K | Buy |
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|
2019
Q1 | $364K | Buy |
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|
2018
Q4 | $100K | Hold |
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|
2018
Q3 | $102K | Hold |
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|
2018
Q2 | $102K | Sell |
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|
2018
Q1 | $107K | Hold |
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|
2017
Q4 | $102K | Sell |
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|
2017
Q3 | $130K | Hold |
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|
2017
Q2 | $117K | Hold |
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|
2017
Q1 | $116K | Buy |
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|
2016
Q4 | $25K | Buy |
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