3IP
3Chopt Investment Partners’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,007
| Closed | -$214K | – | 234 |
|
|
2025
Q1 | $214K | Buy |
+2,007
| New | +$214K | 0.06% | 201 |
|
|
2024
Q3 | – | Sell |
-2,536
| Closed | -$320K | – | 100 |
|
|
2024
Q2 | $320K | Buy |
+2,536
| New | +$320K | 0.1% | 154 |
|
|
2024
Q1 | – | Sell |
-2,492
| Closed | -$363K | – | 93 |
|
|
2023
Q4 | $363K | Buy |
+2,492
| New | +$363K | 0.13% | 126 |
|
|
2023
Q3 | – | Sell |
-2,983
| Closed | -$517K | – | 81 |
|
|
2023
Q2 | $517K | Buy |
2,983
+88
| +3% | +$15.3K | 0.26% | 85 |
|
|
2023
Q1 | $529K | Buy |
2,895
+1,354
| +88% | +$247K | 0.28% | 83 |
|
|
2022
Q4 | $275K | Buy |
+1,541
| New | +$275K | 0.15% | 117 |
|