B. Riley Wealth 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 | $299K | Buy |
+2,964
| New | +$299K | 0.01% | 699 |
|
|
2024
Q4 | $780K | Sell |
6,136
-353
| -5% | -$44.9K | 0.03% | 536 |
|
|
2024
Q3 | $920K | Sell |
6,489
-661
| -9% | -$93.7K | 0.03% | 522 |
|
|
2024
Q2 | $902K | Sell |
7,150
-816
| -10% | -$103K | 0.02% | 574 |
|
|
2024
Q1 | $1.21M | Buy |
7,966
+1,050
| +15% | +$159K | 0.03% | 469 |
|
|
2023
Q4 | $1.01M | Sell |
6,916
-1,050
| -13% | -$153K | 0.03% | 525 |
|
|
2023
Q3 | $1.21M | Sell |
7,966
-1,621
| -17% | -$246K | 0.03% | 469 |
|
|
2023
Q2 | $1.66M | Sell |
9,587
-424
| -4% | -$73.4K | 0.04% | 418 |
|
|
2023
Q1 | $1.83M | Sell |
10,011
-1,685
| -14% | -$307K | 0.05% | 371 |
|
|
2022
Q4 | $2.08M | Buy |
11,696
+752
| +7% | +$134K | 0.06% | 326 |
|
|
2022
Q3 | $1.86M | Buy |
10,944
+1,655
| +18% | +$281K | 0.06% | 327 |
|
|
2022
Q2 | $1.62M | Buy |
9,289
+133
| +1% | +$23.2K | 0.07% | 292 |
|
|
2022
Q1 | $1.86M | Buy |
9,156
+412
| +5% | +$83.7K | 0.06% | 314 |
|
|
2021
Q4 | $1.93M | Buy |
8,744
+271
| +3% | +$59.7K | 0.06% | 365 |
|
|
2021
Q3 | $1.64M | Buy |
8,473
+185
| +2% | +$35.7K | 0.05% | 391 |
|
|
2021
Q2 | $1.59M | Buy |
8,288
+2,337
| +39% | +$448K | 0.05% | 392 |
|
|
2021
Q1 | $978K | Buy |
5,951
+4,178
| +236% | +$687K | 0.03% | 486 |
|
|
2020
Q4 | $282K | Sell |
1,773
-95
| -5% | -$15.1K | 0.02% | 792 |
|
|
2020
Q3 | $257K | Buy |
1,868
+296
| +19% | +$40.7K | 0.01% | 760 |
|
|
2020
Q2 | $211K | Buy |
+1,572
| New | +$211K | 0.01% | 759 |
|
|
2020
Q1 | – | Sell |
-1,412
| Closed | -$238K | – | 822 |
|
|
2019
Q4 | $238K | Sell |
1,412
-149
| -10% | -$25.1K | 0.02% | 697 |
|
|
2019
Q3 | $256K | Buy |
1,561
+307
| +24% | +$50.3K | 0.03% | 641 |
|
|
2019
Q2 | $217K | Sell |
1,254
-79
| -6% | -$13.7K | 0.02% | 687 |
|
|
2019
Q1 | $219K | Buy |
+1,333
| New | +$219K | 0.03% | 618 |
|
|
2015
Q1 | – | Sell |
-979
| Closed | -$112 | – | 885 |
|
|
2014
Q4 | $112 | Buy |
+979
| New | +$112 | ﹤0.01% | 1653 |
|
|
2014
Q3 | – | Sell |
-338
| Closed | -$43K | – | 916 |
|
|
2014
Q2 | $43K | Buy |
+338
| New | +$43K | 0.01% | 1100 |
|