Apollon Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
3,984
-118
| -3% | -$11.9K | 0.01% | 886 |
|
|
2025
Q1 | $430K | Sell |
4,102
-1,234
| -23% | -$129K | 0.01% | 807 |
|
|
2024
Q4 | $678K | Sell |
5,336
-395
| -7% | -$50.2K | 0.02% | 631 |
|
|
2024
Q3 | $804K | Sell |
5,731
-697
| -11% | -$97.8K | 0.02% | 556 |
|
|
2024
Q2 | $810K | Sell |
6,428
-1,446
| -18% | -$182K | 0.02% | 528 |
|
|
2024
Q1 | $1.17M | Sell |
7,874
-1,253
| -14% | -$186K | 0.04% | 418 |
|
|
2023
Q4 | $1.33M | Buy |
9,127
+4,972
| +120% | +$724K | 0.05% | 361 |
|
|
2023
Q3 | $620K | Sell |
4,155
-798
| -16% | -$119K | 0.03% | 491 |
|
|
2023
Q2 | $859K | Sell |
4,953
-146
| -3% | -$25.3K | 0.04% | 434 |
|
|
2023
Q1 | $924K | Sell |
5,099
-343
| -6% | -$62.1K | 0.06% | 349 |
|
|
2022
Q4 | $970K | Sell |
5,442
-128
| -2% | -$22.8K | 0.07% | 308 |
|
|
2022
Q3 | $946K | Buy |
5,570
+471
| +9% | +$80K | 0.08% | 265 |
|
|
2022
Q2 | $888K | Sell |
5,099
-756
| -13% | -$132K | 0.07% | 294 |
|
|
2022
Q1 | $1.19M | Sell |
5,855
-1,262
| -18% | -$256K | 0.08% | 247 |
|
|
2021
Q4 | $1.57M | Buy |
7,117
+4,328
| +155% | +$953K | 0.12% | 193 |
|
|
2021
Q3 | $538K | Buy |
+2,789
| New | +$538K | 0.07% | 255 |
|
|
2020
Q3 | – | Sell |
-329
| Closed | -$44K | – | 281 |
|
|
2020
Q2 | $44K | Buy |
+329
| New | +$44K | 0.02% | 262 |
|