Cassady Schiller Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.1K | Hold |
119
| – | – | 0.01% | 307 |
|
|
2024
Q3 | $16.7K | Hold |
119
| – | – | 0.01% | 286 |
|
|
2024
Q2 | $15K | Sell |
119
-31
| -21% | -$3.91K | 0.01% | 293 |
|
|
2024
Q1 | $22.3K | Buy |
150
+9
| +6% | +$1.34K | 0.01% | 279 |
|
|
2023
Q4 | $20.5K | Buy |
141
+110
| +355% | +$16K | 0.01% | 274 |
|
|
2023
Q3 | $4.63K | Buy |
+31
| New | +$4.63K | ﹤0.01% | 375 |
|