Bell Investment 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 | $29.4K | Buy |
292
+142
| +95% | +$14.3K | 0.01% | 331 |
|
|
2025
Q1 | $15.7K | Sell |
150
-25
| -14% | -$2.62K | ﹤0.01% | 458 |
|
|
2024
Q4 | $22.2K | Buy |
175
+11
| +7% | +$1.4K | ﹤0.01% | 360 |
|
|
2024
Q3 | $23K | Sell |
164
-25
| -13% | -$3.51K | ﹤0.01% | 364 |
|
|
2024
Q2 | $23.8K | Buy |
189
+97
| +105% | +$12.2K | ﹤0.01% | 360 |
|
|
2024
Q1 | $13.7K | Buy |
92
+9
| +11% | +$1.34K | ﹤0.01% | 473 |
|
|
2023
Q4 | $12.1K | Buy |
83
+13
| +19% | +$1.89K | ﹤0.01% | 490 |
|
|
2023
Q3 | $10.4K | Buy |
70
+8
| +13% | +$1.19K | ﹤0.01% | 488 |
|
|
2023
Q2 | $10.8K | Buy |
62
+50
| +417% | +$8.67K | ﹤0.01% | 488 |
|
|
2023
Q1 | $2.18K | Sell |
12
-18
| -60% | -$3.26K | ﹤0.01% | 1220 |
|
|
2022
Q4 | $5.35K | Sell |
30
-5
| -14% | -$891 | ﹤0.01% | 771 |
|
|
2022
Q3 | $6K | Buy |
35
+3
| +9% | +$514 | ﹤0.01% | 581 |
|
|
2022
Q2 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 608 |
|
|
2021
Q4 | $7K | Sell |
32
-25
| -44% | -$5.47K | ﹤0.01% | 599 |
|
|
2021
Q3 | $11K | Buy |
+57
| New | +$11K | ﹤0.01% | 426 |
|