Avantax Advisory Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
15,332
+432
| +3% | +$43.6K | 0.01% | 929 |
|
|
2025
Q1 | $1.56M | Buy |
14,900
+2,016
| +16% | +$211K | 0.01% | 874 |
|
|
2024
Q4 | $1.64M | Sell |
12,884
-2,565
| -17% | -$326K | 0.01% | 819 |
|
|
2024
Q3 | $2.17M | Sell |
15,449
-1,294
| -8% | -$182K | 0.01% | 663 |
|
|
2024
Q2 | $2.11M | Buy |
16,743
+8,749
| +109% | +$1.1M | 0.02% | 643 |
|
|
2024
Q1 | $1.19M | Buy |
7,994
+355
| +5% | +$52.8K | 0.01% | 693 |
|
|
2023
Q4 | $1.11M | Sell |
7,639
-32
| -0.4% | -$4.66K | 0.01% | 672 |
|
|
2023
Q3 | $1.14M | Buy |
7,671
+96
| +1% | +$14.3K | 0.01% | 632 |
|
|
2023
Q2 | $1.31M | Buy |
7,575
+98
| +1% | +$17K | 0.02% | 585 |
|
|
2023
Q1 | $1.35M | Buy |
7,477
+713
| +11% | +$129K | 0.02% | 565 |
|
|
2022
Q4 | $1.21M | Sell |
6,764
-197
| -3% | -$35.1K | 0.02% | 572 |
|
|
2022
Q3 | $1.18M | Buy |
6,961
+1,132
| +19% | +$192K | 0.02% | 511 |
|
|
2022
Q2 | $1.02M | Buy |
5,829
+529
| +10% | +$92.1K | 0.02% | 545 |
|
|
2022
Q1 | $1.07M | Buy |
5,300
+417
| +9% | +$84.3K | 0.01% | 523 |
|
|
2021
Q4 | $1.08M | Buy |
4,883
+303
| +7% | +$66.7K | 0.02% | 520 |
|
|
2021
Q3 | $887K | Sell |
4,580
-108
| -2% | -$20.9K | 0.01% | 527 |
|
|
2021
Q2 | $901K | Buy |
4,688
+253
| +6% | +$48.6K | 0.02% | 501 |
|
|
2021
Q1 | $732K | Buy |
4,435
+1,604
| +57% | +$265K | 0.02% | 502 |
|
|
2020
Q4 | $449K | Sell |
2,831
-6,496
| -70% | -$1.03M | 0.01% | 587 |
|
|
2020
Q3 | $1.29M | Buy |
9,327
+5,778
| +163% | +$799K | 0.02% | 466 |
|
|
2020
Q2 | $478K | Buy |
3,549
+632
| +22% | +$85.1K | 0.01% | 494 |
|
|
2020
Q1 | $371K | Buy |
2,917
+7
| +0.2% | +$890 | 0.01% | 514 |
|
|
2019
Q4 | $491K | Buy |
2,910
+1,443
| +98% | +$243K | 0.01% | 485 |
|
|
2019
Q3 | $242K | Sell |
1,467
-75
| -5% | -$12.4K | 0.01% | 487 |
|
|
2019
Q2 | $266K | Buy |
1,542
+3
| +0.2% | +$518 | 0.01% | 421 |
|
|
2019
Q1 | $252K | Buy |
+1,539
| New | +$252K | 0.01% | 403 |
|