Atticus Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-38
| Closed | -$7K | – | 563 |
|
|
2022
Q3 | $7K | Hold |
38
| – | – | ﹤0.01% | 403 |
|
|
2022
Q2 | $7K | Buy |
38
+16
| +73% | +$2.95K | ﹤0.01% | 434 |
|
|
2022
Q1 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 474 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 340 |
|
|
2019
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 312 |
|