Carson Advisory’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 |
-1,714
| Closed | -$218K | – | 166 |
|
|
2024
Q4 | $218K | Sell |
1,714
-449
| -21% | -$57.1K | 0.15% | 146 |
|
|
2024
Q3 | $304K | Sell |
2,163
-149
| -6% | -$20.9K | 0.19% | 126 |
|
|
2024
Q2 | $291K | Buy |
2,312
+150
| +7% | +$18.9K | 0.2% | 114 |
|
|
2024
Q1 | $322K | Buy |
2,162
+301
| +16% | +$44.8K | 0.23% | 111 |
|
|
2023
Q4 | $271K | Buy |
+1,861
| New | +$271K | 0.21% | 119 |
|