Autumn Glory Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $982K | Sell |
9,740
-189
| -2% | -$19.1K | 0.46% | 60 |
|
|
2025
Q1 | $1.23M | Buy |
9,929
+189
| +2% | +$23.5K | 0.61% | 51 |
|
|
2024
Q4 | $1.24M | Hold |
9,740
| – | – | 0.61% | 50 |
|
|
2024
Q3 | $1.37M | Hold |
9,740
| – | – | 0.53% | 58 |
|
|
2024
Q2 | $1.23M | Hold |
9,740
| – | – | 0.63% | 50 |
|
|
2024
Q1 | $1.45M | Buy |
9,740
+3,774
| +63% | +$561K | 0.71% | 44 |
|
|
2023
Q4 | $869K | Buy |
+5,966
| New | +$869K | 0.49% | 60 |
|