Catalyst Financial Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,584
| Closed | -$222K | – | 249 |
|
|
2024
Q1 | $222K | Sell |
1,584
-305
| -16% | -$42.8K | 0.06% | 210 |
|
|
2023
Q4 | $275K | Sell |
1,889
-569
| -23% | -$82.9K | 0.08% | 172 |
|
|
2023
Q3 | $367K | Sell |
2,458
-149
| -6% | -$22.2K | 0.12% | 128 |
|
|
2023
Q2 | $452K | Buy |
2,607
+445
| +21% | +$77.2K | 0.16% | 91 |
|
|
2023
Q1 | $392K | Buy |
+2,162
| New | +$392K | 0.17% | 94 |
|