Ategra Capital Management’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,099
Closed -$461K 40
2024
Q1
$461K Buy
3,099
+1,351
+77% +$201K 0.21% 67
2023
Q4
$255K Buy
+1,748
New +$255K 0.11% 77