Avidian Wealth Enterprises’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
2,157
-119
| -5% | -$12K | 0.01% | 508 |
|
|
2025
Q1 | $238K | Sell |
2,276
-83
| -4% | -$8.7K | 0.01% | 467 |
|
|
2024
Q4 | $300K | Sell |
2,359
-149
| -6% | -$18.9K | 0.01% | 396 |
|
|
2024
Q3 | $352K | Sell |
2,508
-464
| -16% | -$65.1K | 0.02% | 365 |
|
|
2024
Q2 | $375K | Buy |
2,972
+85
| +3% | +$10.7K | 0.02% | 337 |
|
|
2024
Q1 | $429K | Buy |
2,887
+1,422
| +97% | +$211K | 0.02% | 287 |
|
|
2023
Q4 | $213K | Buy |
+1,465
| New | +$213K | 0.01% | 390 |
|
|
2023
Q3 | – | Sell |
-1,195
| Closed | -$207K | – | 403 |
|
|
2023
Q2 | $207K | Sell |
1,195
-388
| -25% | -$67.3K | 0.01% | 394 |
|
|
2023
Q1 | $287K | Sell |
1,583
-120
| -7% | -$21.7K | 0.02% | 389 |
|
|
2022
Q4 | $303K | Buy |
+1,703
| New | +$303K | 0.02% | 355 |
|
|
2022
Q1 | – | Sell |
-1,101
| Closed | -$242K | – | 498 |
|
|
2021
Q4 | $242K | Buy |
+1,101
| New | +$242K | 0.02% | 442 |
|