Blue Zone 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 | $4.04M | Buy |
40,101
+1,974
| +5% | +$199K | 1.01% | 49 |
|
|
2025
Q1 | $4M | Buy |
38,127
+3,704
| +11% | +$388K | 1.11% | 46 |
|
|
2024
Q4 | $4.38M | Sell |
34,423
-17
| -0% | -$2.16K | 1.26% | 37 |
|
|
2024
Q3 | $4.83M | Buy |
34,440
+1,729
| +5% | +$243K | 1.5% | 30 |
|
|
2024
Q2 | $4.12M | Buy |
32,711
+143
| +0.4% | +$18K | 1.42% | 30 |
|
|
2024
Q1 | $4.84M | Buy |
32,568
+11,970
| +58% | +$1.78M | 1.67% | 27 |
|
|
2023
Q4 | $3M | Buy |
20,598
+870
| +4% | +$127K | 1.2% | 37 |
|
|
2023
Q3 | $2.94M | Buy |
19,728
+401
| +2% | +$59.8K | 1.29% | 39 |
|
|
2023
Q2 | $3.35M | Buy |
19,327
+152
| +0.8% | +$26.4K | 1.55% | 26 |
|
|
2023
Q1 | $3.47M | Buy |
19,175
+5,731
| +43% | +$1.04M | 1.86% | 18 |
|
|
2022
Q4 | $2.4M | Hold |
13,444
| – | – | 1.28% | 31 |
|
|
2022
Q3 | $2.28M | Sell |
13,444
-48
| -0.4% | -$8.15K | 1.18% | 33 |
|
|
2022
Q2 | $2.35M | Sell |
13,492
-10
| -0.1% | -$1.74K | 1.07% | 40 |
|
|
2022
Q1 | $2.74M | Buy |
13,502
+25
| +0.2% | +$5.08K | 1.02% | 38 |
|
|
2021
Q4 | $2.97M | Buy |
13,477
+12
| +0.1% | +$2.64K | 0.98% | 37 |
|
|
2021
Q3 | $2.6M | Sell |
13,465
-27
| -0.2% | -$5.21K | 0.9% | 49 |
|
|
2021
Q2 | $2.59M | Buy |
13,492
+26
| +0.2% | +$4.98K | 0.97% | 45 |
|
|
2021
Q1 | $2.21M | Buy |
13,466
+1,665
| +14% | +$273K | 0.94% | 41 |
|
|
2020
Q4 | $1.87M | Buy |
11,801
+176
| +2% | +$27.9K | 0.9% | 40 |
|
|
2020
Q3 | $1.6M | Buy |
+11,625
| New | +$1.6M | 0.9% | 31 |
|