Auxano Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Sell |
4,760
-388
| -8% | -$39.1K | 0.11% | 96 |
|
|
2025
Q1 | $539K | Buy |
5,148
+1,758
| +52% | +$184K | 0.14% | 95 |
|
|
2024
Q4 | $431K | Sell |
3,390
-944
| -22% | -$120K | 0.11% | 100 |
|
|
2024
Q3 | $608K | Sell |
4,334
-15
| -0.3% | -$2.11K | 0.16% | 91 |
|
|
2024
Q2 | $548K | Buy |
4,349
+13
| +0.3% | +$1.64K | 0.15% | 95 |
|
|
2024
Q1 | $645K | Buy |
4,336
+692
| +19% | +$103K | 0.19% | 84 |
|
|
2023
Q4 | $531K | Buy |
+3,644
| New | +$531K | 0.18% | 84 |
|