Avitas Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,184
| Closed | -$2.03M | – | 197 |
|
|
2023
Q1 | $2.03M | Sell |
11,184
-85
| -0.8% | -$15.4K | 0.4% | 72 |
|
|
2022
Q4 | $2.01M | Sell |
11,269
-50
| -0.4% | -$8.91K | 0.42% | 72 |
|
|
2022
Q3 | $1.92M | Buy |
11,319
+107
| +1% | +$18.2K | 0.44% | 67 |
|
|
2022
Q2 | $1.95M | Buy |
+11,212
| New | +$1.95M | 0.43% | 73 |
|