Atlas Private Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.38M | Buy |
9,276
+1,847
| +25% | +$275K | 0.58% | 59 |
|
|
2023
Q4 | $1.08M | Sell |
7,429
-337
| -4% | -$49.1K | 0.51% | 65 |
|
|
2023
Q3 | $1.16M | Buy |
7,766
+529
| +7% | +$78.9K | 0.62% | 58 |
|
|
2023
Q2 | $1.26M | Buy |
7,237
+1,146
| +19% | +$199K | 0.66% | 57 |
|
|
2023
Q1 | $1.1M | Buy |
6,091
+275
| +5% | +$49.8K | 0.66% | 53 |
|
|
2022
Q4 | $1.04M | Buy |
5,816
+619
| +12% | +$110K | 0.48% | 48 |
|
|
2022
Q3 | $882K | Buy |
5,197
+614
| +13% | +$104K | 0.64% | 51 |
|
|
2022
Q2 | $798K | Sell |
4,583
-63
| -1% | -$11K | 0.55% | 61 |
|
|
2022
Q1 | $944K | Buy |
4,646
+925
| +25% | +$188K | 0.55% | 61 |
|
|
2021
Q4 | $819K | Sell |
3,721
-124
| -3% | -$27.3K | 0.46% | 68 |
|
|
2021
Q3 | $742K | Buy |
3,845
+182
| +5% | +$35.1K | 0.45% | 67 |
|
|
2021
Q2 | $702K | Buy |
3,663
+249
| +7% | +$47.7K | 0.43% | 70 |
|
|
2021
Q1 | $561K | Buy |
3,414
+453
| +15% | +$74.4K | 0.36% | 73 |
|
|
2020
Q4 | $470K | Sell |
2,961
-282
| -9% | -$44.8K | 0.33% | 75 |
|
|
2020
Q3 | $446K | Buy |
3,243
+726
| +29% | +$99.8K | 0.35% | 71 |
|
|
2020
Q2 | $338K | Buy |
2,517
+152
| +6% | +$20.4K | 0.27% | 88 |
|
|
2020
Q1 | $301K | Buy |
2,365
+2,255
| +2,050% | +$287K | 0.28% | 89 |
|
|
2019
Q4 | $19K | Buy |
+110
| New | +$19K | 0.01% | 293 |
|