CGA
Compound Global Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,200
| Closed | -$407K | – | 44 |
|
|
2024
Q4 | $407K | Buy |
+3,200
| New | +$407K | 1.66% | 27 |
|
|
2023
Q3 | – | Sell |
-57,555
| Closed | -$9.98M | – | 36 |
|
|
2023
Q2 | $9.98M | Hold |
57,555
| – | – | 2.3% | 20 |
|
|
2023
Q1 | $10.4M | Buy |
57,555
+4,795
| +9% | +$869K | 2.65% | 16 |
|
|
2022
Q4 | $9.4M | Buy |
+52,760
| New | +$9.4M | 2.68% | 18 |
|