Centric Wealth Management’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
-11,194
Closed -$1.42M 179
2024
Q4
$1.42M Buy
+11,194
New +$1.42M 0.38% 75
2019
Q1
Sell
-1,584
Closed -$225K 100
2018
Q4
$225K Buy
+1,584
New +$225K 0.2% 100