Annis Gardner Whiting Capital Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28K | Buy |
+278
| New | +$28K | 0.01% | 503 |
|
|
2024
Q4 | – | Sell |
-10
| Closed | -$1.43K | – | 789 |
|
|
2024
Q3 | $1.43K | Hold |
10
| – | – | ﹤0.01% | 720 |
|
|
2024
Q2 | $1.26K | Hold |
10
| – | – | ﹤0.01% | 877 |
|
|
2024
Q1 | $1.5K | Hold |
10
| – | – | ﹤0.01% | 861 |
|
|
2023
Q4 | $1.46K | Hold |
10
| – | – | ﹤0.01% | 654 |
|
|
2023
Q3 | $1.52K | Buy |
+10
| New | +$1.52K | ﹤0.01% | 628 |
|