Atria Wealth Solutions’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Sell |
4,685
-8,606
| -65% | -$869K | 0.01% | 940 |
|
|
2025
Q1 | $1.41M | Sell |
13,291
-7,200
| -35% | -$762K | 0.02% | 751 |
|
|
2024
Q4 | $2.6M | Buy |
20,491
+7,397
| +56% | +$940K | 0.03% | 547 |
|
|
2024
Q3 | $1.86M | Sell |
13,094
-29
| -0.2% | -$4.12K | 0.02% | 666 |
|
|
2024
Q2 | $1.65M | Buy |
13,123
+986
| +8% | +$124K | 0.02% | 691 |
|
|
2024
Q1 | $1.82M | Buy |
12,137
+2,467
| +26% | +$370K | 0.02% | 673 |
|
|
2023
Q4 | $1.41M | Buy |
9,670
+155
| +2% | +$22.6K | 0.02% | 731 |
|
|
2023
Q3 | $1.43M | Buy |
9,515
+2,060
| +28% | +$311K | 0.02% | 677 |
|
|
2023
Q2 | $1.29M | Buy |
7,455
+320
| +4% | +$55.5K | 0.02% | 732 |
|
|
2023
Q1 | $1.3M | Buy |
7,135
+2,610
| +58% | +$477K | 0.02% | 701 |
|
|
2022
Q4 | $806K | Sell |
4,525
-217
| -5% | -$38.7K | 0.01% | 856 |
|
|
2022
Q3 | $807K | Sell |
4,742
-1,030
| -18% | -$175K | 0.01% | 796 |
|
|
2022
Q2 | $1.01M | Buy |
5,772
+998
| +21% | +$174K | 0.02% | 674 |
|
|
2022
Q1 | $977K | Buy |
+4,774
| New | +$977K | 0.02% | 746 |
|