Ameritas Advisory Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Buy |
+1,071
| New | +$108K | 0.01% | 958 |
|
|
2024
Q4 | – | Sell |
-1,433
| Closed | -$201K | – | 883 |
|
|
2024
Q3 | $201K | Sell |
1,433
-224
| -14% | -$31.4K | 0.01% | 809 |
|
|
2024
Q2 | $209K | Buy |
1,657
+99
| +6% | +$12.5K | 0.01% | 844 |
|
|
2024
Q1 | $219K | Sell |
1,558
-191
| -11% | -$26.9K | 0.01% | 804 |
|
|
2023
Q4 | $256K | Sell |
1,749
-56
| -3% | -$8.2K | 0.01% | 592 |
|
|
2023
Q3 | $273K | Buy |
+1,805
| New | +$273K | 0.01% | 654 |
|
|
2023
Q2 | – | Sell |
-1,590
| Closed | -$292K | – | 994 |
|
|
2023
Q1 | $292K | Sell |
1,590
-169
| -10% | -$31K | 0.01% | 650 |
|
|
2022
Q4 | $313K | Buy |
1,759
+424
| +32% | +$75.5K | 0.01% | 703 |
|
|
2022
Q3 | $227K | Buy |
1,335
+33
| +3% | +$5.61K | 0.01% | 679 |
|
|
2022
Q2 | $227K | Buy |
1,302
+191
| +17% | +$33.3K | 0.01% | 712 |
|
|
2022
Q1 | $226K | Hold |
1,111
| – | – | 0.01% | 759 |
|
|
2021
Q4 | $245K | Buy |
+1,111
| New | +$245K | 0.01% | 712 |
|