Canandaigua National Trust of Florida’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$211K Buy
+2,090
New +$211K 0.15% 119
2025
Q1
Sell
-2,113
Closed -$269K 112
2024
Q4
$269K Buy
+2,113
New +$269K 0.21% 101