Atlas Wealth Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,825
| Closed | -$232K | – | 54 |
|
|
2024
Q4 | $232K | Hold |
1,825
| – | – | 0.29% | 43 |
|
|
2024
Q3 | $261K | Hold |
1,825
| – | – | 0.4% | 40 |
|
|
2024
Q2 | $230K | Hold |
1,825
| – | – | 0.97% | 20 |
|
|
2024
Q1 | $254K | Sell |
1,825
-15
| -0.8% | -$2.09K | 1.38% | 16 |
|
|
2023
Q4 | $266K | Hold |
1,840
| – | – | 1.47% | 15 |
|
|
2023
Q3 | $272K | Sell |
1,840
-50
| -3% | -$7.39K | 1.56% | 12 |
|
|
2023
Q2 | $336K | Hold |
1,890
| – | – | 0.97% | 23 |
|
|
2023
Q1 | $357K | Sell |
1,890
-40
| -2% | -$7.56K | 2.48% | 7 |
|
|
2022
Q4 | $334K | Buy |
+1,930
| New | +$334K | 2.07% | 7 |
|