Capital & Planning LLC’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-29
Closed -$3.69K 68
2024
Q4
$3.69K Buy
+29
New +$3.69K ﹤0.01% 132