Abound Wealth Management’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$606 Hold
6
﹤0.01% 841
2025
Q1
$629 Sell
6
-2
-25% -$210 ﹤0.01% 795
2024
Q4
$1.02K Hold
8
﹤0.01% 730
2024
Q3
$1.12K Sell
8
-3
-27% -$421 ﹤0.01% 771
2024
Q2
$1.39K Hold
11
﹤0.01% 686
2024
Q1
$1.64K Sell
11
-104
-90% -$15.5K ﹤0.01% 703
2023
Q4
$16.8K Buy
115
+104
+945% +$15.1K 0.01% 296
2023
Q3
$1.64K Hold
11
﹤0.01% 638
2023
Q2
$1.91K Buy
+11
New +$1.91K ﹤0.01% 653
2023
Q1
Sell
-3
Closed -$535 726
2022
Q4
$535 Buy
+3
New +$535 ﹤0.01% 659