Allen Mooney & Barnes Investment Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-45,877
| Closed | -$5.83M | – | 155 |
|
|
2024
Q4 | $5.83M | Buy |
45,877
+1,161
| +3% | +$148K | 0.98% | 35 |
|
|
2024
Q3 | $6.28M | Sell |
44,716
-831
| -2% | -$117K | 1.07% | 32 |
|
|
2024
Q2 | $5.74M | Buy |
45,547
+1,786
| +4% | +$225K | 1.03% | 33 |
|
|
2024
Q1 | $6.16M | Sell |
43,761
-307
| -0.7% | -$43.2K | 1.18% | 31 |
|
|
2023
Q4 | $6.42M | Sell |
44,068
-746
| -2% | -$109K | 1.22% | 31 |
|
|
2023
Q3 | $6.69M | Buy |
44,814
+2,718
| +6% | +$405K | 1.42% | 28 |
|
|
2023
Q2 | $7.3M | Sell |
42,096
-329
| -0.8% | -$57.1K | 1.62% | 27 |
|
|
2023
Q1 | $7.69M | Buy |
42,425
+1,814
| +4% | +$329K | 1.84% | 25 |
|
|
2022
Q4 | $7.24M | Buy |
40,611
+1,826
| +5% | +$325K | 1.74% | 27 |
|
|
2022
Q3 | $6.59M | Buy |
38,785
+1,570
| +4% | +$267K | 1.76% | 26 |
|
|
2022
Q2 | $6.48M | Buy |
37,215
+2,428
| +7% | +$423K | 1.66% | 25 |
|
|
2022
Q1 | $7.07M | Buy |
+34,787
| New | +$7.07M | 1.57% | 26 |
|