Bard Financial 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 | $310K | Hold |
3,075
| – | – | 0.04% | 170 |
|
|
2025
Q1 | $322K | Hold |
3,075
| – | – | 0.04% | 175 |
|
|
2024
Q4 | $391K | Hold |
3,075
| – | – | 0.05% | 158 |
|
|
2024
Q3 | $432K | Sell |
3,075
-125
| -4% | -$17.5K | 0.05% | 159 |
|
|
2024
Q2 | $403K | Hold |
3,200
| – | – | 0.04% | 163 |
|
|
2024
Q1 | $476K | Hold |
3,200
| – | – | 0.05% | 158 |
|
|
2023
Q4 | $466K | Hold |
3,200
| – | – | 0.05% | 158 |
|
|
2023
Q3 | $477K | Hold |
3,200
| – | – | 0.06% | 149 |
|
|
2023
Q2 | $555K | Hold |
3,200
| – | – | 0.04% | 204 |
|
|
2023
Q1 | $580K | Hold |
3,200
| – | – | 0.05% | 202 |
|
|
2022
Q4 | $570K | Sell |
3,200
-225
| -7% | -$40.1K | 0.05% | 198 |
|
|
2022
Q3 | $582K | Hold |
3,425
| – | – | 0.05% | 183 |
|
|
2022
Q2 | $596K | Hold |
3,425
| – | – | 0.05% | 180 |
|
|
2022
Q1 | $696K | Hold |
3,425
| – | – | 0.06% | 171 |
|
|
2021
Q4 | $754K | Hold |
3,425
| – | – | 0.06% | 168 |
|
|
2021
Q3 | $661K | Hold |
3,425
| – | – | 0.06% | 167 |
|
|
2021
Q2 | $657K | Hold |
3,425
| – | – | 0.06% | 171 |
|
|
2021
Q1 | $562K | Hold |
3,425
| – | – | 0.05% | 168 |
|
|
2020
Q4 | $544K | Buy |
+3,425
| New | +$544K | 0.05% | 171 |
|