BCGM Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
17,360
+4,410
| +34% | +$445K | 0.49% | 56 |
|
|
2025
Q1 | $1.36M | Buy |
12,950
+695
| +6% | +$72.8K | 0.42% | 60 |
|
|
2024
Q4 | $1.56M | Buy |
12,255
+887
| +8% | +$113K | 0.49% | 53 |
|
|
2024
Q3 | $1.6M | Buy |
11,368
+5,063
| +80% | +$711K | 0.52% | 52 |
|
|
2024
Q2 | $795K | Sell |
6,305
-8
| -0.1% | -$1.01K | 0.28% | 74 |
|
|
2024
Q1 | $939K | Buy |
6,313
+152
| +2% | +$22.6K | 0.34% | 65 |
|
|
2023
Q4 | $897K | Buy |
6,161
+729
| +13% | +$106K | 0.37% | 57 |
|
|
2023
Q3 | $810K | Sell |
5,432
-647
| -11% | -$96.5K | 0.37% | 58 |
|
|
2023
Q2 | $1.05M | Buy |
6,079
+414
| +7% | +$71.8K | 0.46% | 48 |
|
|
2023
Q1 | $1.03M | Sell |
5,665
-326
| -5% | -$59.1K | 0.52% | 47 |
|
|
2022
Q4 | $1.07M | Sell |
5,991
-36
| -0.6% | -$6.42K | 0.52% | 43 |
|
|
2022
Q3 | $996K | Buy |
6,027
+378
| +7% | +$62.5K | 0.5% | 44 |
|
|
2022
Q2 | $1.08M | Buy |
5,649
+59
| +1% | +$11.3K | 0.55% | 40 |
|
|
2022
Q1 | $1.11M | Buy |
5,590
+515
| +10% | +$102K | 0.6% | 40 |
|
|
2021
Q4 | $1.12M | Buy |
5,075
+282
| +6% | +$62.1K | 0.6% | 38 |
|
|
2021
Q3 | $957K | Buy |
4,793
+659
| +16% | +$132K | 0.53% | 48 |
|
|
2021
Q2 | $819K | Buy |
4,134
+440
| +12% | +$87.2K | 0.49% | 50 |
|
|
2021
Q1 | $660K | Buy |
3,694
+658
| +22% | +$118K | 0.45% | 51 |
|
|
2020
Q4 | $507K | Buy |
+3,036
| New | +$507K | 0.36% | 51 |
|