Alaethes Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,625
| Closed | -$1.3M | – | 111 |
|
|
2024
Q1 | $1.3M | Buy |
8,625
+1,163
| +16% | +$175K | 0.57% | 73 |
|
|
2023
Q4 | $1.09M | Sell |
7,462
-932
| -11% | -$136K | 0.51% | 78 |
|
|
2023
Q3 | $1.25M | Sell |
8,394
-263
| -3% | -$39.2K | 0.69% | 62 |
|
|
2023
Q2 | $1.5M | Buy |
8,657
+235
| +3% | +$40.8K | 0.82% | 40 |
|
|
2023
Q1 | $1.53M | Buy |
8,422
+253
| +3% | +$45.8K | 0.89% | 37 |
|
|
2022
Q4 | $1.46M | Buy |
+8,169
| New | +$1.46M | 1% | 31 |
|