Angeles 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 |
-4,577
| Closed | -$582K | – | 81 |
|
|
2024
Q4 | $582K | Sell |
4,577
-515
| -10% | -$65.5K | 0.03% | 79 |
|
|
2024
Q3 | $721K | Sell |
5,092
-212
| -4% | -$30K | 0.04% | 61 |
|
|
2024
Q2 | $669K | Buy |
5,304
+1,773
| +50% | +$224K | 0.03% | 67 |
|
|
2024
Q1 | $529K | Buy |
3,531
+770
| +28% | +$115K | 0.03% | 108 |
|
|
2023
Q4 | $402K | Buy |
+2,761
| New | +$402K | 0.02% | 126 |
|