Zuckerman Investment Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
2,560
+5
| +0.2% | +$504 | 0.03% | 132 |
|
|
2025
Q1 | $268K | Hold |
2,555
| – | – | 0.03% | 137 |
|
|
2024
Q4 | $299K | Sell |
2,555
-38
| -1% | -$4.44K | 0.03% | 127 |
|
|
2024
Q3 | $364K | Buy |
2,593
+38
| +1% | +$5.33K | 0.04% | 112 |
|
|
2024
Q2 | $322K | Hold |
2,555
| – | – | 0.04% | 113 |
|
|
2024
Q1 | $380K | Buy |
+2,555
| New | +$380K | 0.04% | 109 |
|
|
2023
Q4 | – | Sell |
-2,555
| Closed | -$381K | – | 134 |
|
|
2023
Q3 | $381K | Hold |
2,555
| – | – | 0.05% | 95 |
|
|
2023
Q2 | $443K | Hold |
2,555
| – | – | 0.06% | 88 |
|
|
2023
Q1 | $463K | Hold |
2,555
| – | – | 0.07% | 81 |
|
|
2022
Q4 | $455K | Hold |
2,555
| – | – | 0.07% | 84 |
|
|
2022
Q3 | $434K | Buy |
2,555
+105
| +4% | +$17.8K | 0.08% | 76 |
|
|
2022
Q2 | $427K | Buy |
2,450
+325
| +15% | +$56.6K | 0.08% | 73 |
|
|
2022
Q1 | $432K | Hold |
2,125
| – | – | 0.07% | 75 |
|
|
2021
Q4 | $468K | Hold |
2,125
| – | – | 0.07% | 79 |
|
|
2021
Q3 | $410K | Hold |
2,125
| – | – | 0.07% | 82 |
|
|
2021
Q2 | $407K | Hold |
2,125
| – | – | 0.06% | 84 |
|
|
2021
Q1 | $349K | Hold |
2,125
| – | – | 0.06% | 85 |
|
|
2020
Q4 | $337K | Hold |
2,125
| – | – | 0.06% | 68 |
|
|
2020
Q3 | $293K | Hold |
2,125
| – | – | 0.07% | 64 |
|
|
2020
Q2 | $286K | Hold |
2,125
| – | – | 0.07% | 65 |
|
|
2020
Q1 | $270K | Hold |
2,125
| – | – | 0.08% | 58 |
|
|
2019
Q4 | $358K | Hold |
2,125
| – | – | 0.07% | 54 |
|
|
2019
Q3 | $347K | Hold |
2,125
| – | – | 0.08% | 53 |
|
|
2019
Q2 | $366K | Hold |
2,125
| – | – | 0.08% | 50 |
|
|
2019
Q1 | $348K | Hold |
2,125
| – | – | 0.08% | 52 |
|
|
2018
Q4 | $301K | Hold |
2,125
| – | – | 0.08% | 49 |
|
|
2018
Q3 | $301K | Hold |
2,125
| – | – | 0.07% | 53 |
|
|
2018
Q2 | $306K | Sell |
2,125
-121
| -5% | -$17.4K | 0.07% | 49 |
|
|
2018
Q1 | $304K | Hold |
2,246
| – | – | 0.08% | 50 |
|
|
2017
Q4 | $328K | Buy |
2,246
+121
| +6% | +$17.7K | 0.08% | 49 |
|
|
2017
Q3 | $281K | Hold |
2,125
| – | – | 0.07% | 46 |
|
|
2017
Q2 | $255K | Hold |
2,125
| – | – | 0.07% | 48 |
|
|
2017
Q1 | $246K | Hold |
2,125
| – | – | 0.06% | 56 |
|
|
2016
Q4 | $221K | Hold |
2,125
| – | – | 0.05% | 54 |
|
|
2016
Q3 | $247K | Hold |
2,125
| – | – | 0.07% | 53 |
|
|
2016
Q2 | $240K | Hold |
2,125
| – | – | 0.06% | 53 |
|
|
2016
Q1 | $229K | Hold |
2,125
| – | – | 0.06% | 41 |
|
|
2015
Q4 | $232K | Sell |
2,125
-700
| -25% | -$76.4K | 0.05% | 45 |
|
|
2015
Q3 | $305K | Hold |
2,825
| – | – | 0.07% | 41 |
|
|
2015
Q2 | $328K | Hold |
2,825
| – | – | 0.07% | 37 |
|
|
2015
Q1 | $312K | Hold |
2,825
| – | – | 0.07% | 43 |
|
|
2014
Q4 | $322K | Hold |
2,825
| – | – | 0.07% | 50 |
|
|
2014
Q3 | $326K | Buy |
+2,825
| New | +$326K | 0.07% | 54 |
|