AWM
Aries Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,836
| Closed | -$273K | – | 210 |
|
|
2024
Q1 | $273K | Sell |
1,836
-20
| -1% | -$2.98K | 0.09% | 174 |
|
|
2023
Q4 | $270K | Sell |
1,856
-208
| -10% | -$30.3K | 0.1% | 165 |
|
|
2023
Q3 | $317K | Buy |
2,064
+19
| +0.9% | +$2.91K | 0.12% | 146 |
|
|
2023
Q2 | $355K | Sell |
2,045
-189
| -8% | -$32.8K | 0.14% | 136 |
|
|
2023
Q1 | $405K | Hold |
2,234
| – | – | 0.17% | 127 |
|
|
2022
Q4 | $398K | Hold |
2,234
| – | – | 0.17% | 124 |
|
|
2022
Q3 | $373K | Hold |
2,234
| – | – | 0.17% | 120 |
|
|
2022
Q2 | $389K | Buy |
+2,234
| New | +$389K | 0.18% | 114 |
|
|
2022
Q1 | – | Sell |
-2,099
| Closed | -$462K | – | 108 |
|
|
2021
Q4 | $462K | Buy |
2,099
+50
| +2% | +$11K | 0.18% | 116 |
|
|
2021
Q3 | $395K | Buy |
2,049
+155
| +8% | +$29.9K | 0.17% | 123 |
|
|
2021
Q2 | $363K | Buy |
1,894
+80
| +4% | +$15.3K | 0.16% | 125 |
|
|
2021
Q1 | $316K | Buy |
1,814
+75
| +4% | +$13.1K | 0.14% | 129 |
|
|
2020
Q4 | $288K | Hold |
1,739
| – | – | 0.14% | 131 |
|
|
2020
Q3 | $239K | Buy |
+1,739
| New | +$239K | 0.14% | 127 |
|