Atwood & Palmer’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-143
| Closed | -$20.8K | – | 419 |
|
2023
Q4 | $20.8K | Hold |
143
| – | – | ﹤0.01% | 275 |
|
2023
Q3 | $21.3K | Hold |
143
| – | – | ﹤0.01% | 269 |
|
2023
Q2 | $24.8K | Hold |
143
| – | – | ﹤0.01% | 262 |
|
2023
Q1 | $25.9K | Hold |
143
| – | – | ﹤0.01% | 246 |
|
2022
Q4 | $25.5K | Hold |
143
| – | – | ﹤0.01% | 262 |
|
2022
Q3 | $24K | Hold |
143
| – | – | ﹤0.01% | 250 |
|
2022
Q2 | $25K | Hold |
143
| – | – | ﹤0.01% | 267 |
|
2022
Q1 | $29K | Hold |
143
| – | – | ﹤0.01% | 279 |
|
2021
Q4 | $31K | Hold |
143
| – | – | ﹤0.01% | 277 |
|
2021
Q3 | $28K | Hold |
143
| – | – | ﹤0.01% | 273 |
|
2021
Q2 | $27K | Hold |
143
| – | – | ﹤0.01% | 268 |
|
2021
Q1 | $23K | Buy |
+143
| New | +$23K | ﹤0.01% | 279 |
|