Buttonwood Financial 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 | $529K | Sell |
5,242
-4,963
| -49% | -$500K | 0.21% | 69 |
|
|
2025
Q1 | $1.07M | Buy |
10,205
+2,745
| +37% | +$288K | 0.47% | 42 |
|
|
2024
Q4 | $948K | Buy |
7,460
+185
| +3% | +$23.5K | 0.42% | 46 |
|
|
2024
Q3 | $1.02M | Buy |
7,275
+1,221
| +20% | +$171K | 0.45% | 48 |
|
|
2024
Q2 | $763K | Buy |
6,054
+1,466
| +32% | +$185K | 0.36% | 51 |
|
|
2024
Q1 | $682K | Buy |
+4,588
| New | +$682K | 0.32% | 58 |
|