Concurrent Investment Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
16,460
+1,885
| +13% | +$190K | 0.03% | 472 |
|
|
2025
Q1 | $1.53M | Sell |
14,575
-654
| -4% | -$68.5K | 0.04% | 424 |
|
|
2024
Q4 | $1.94M | Buy |
15,229
+30
| +0.2% | +$3.81K | 0.05% | 330 |
|
|
2024
Q3 | $2.13M | Buy |
15,199
+762
| +5% | +$107K | 0.06% | 298 |
|
|
2024
Q2 | $1.82M | Buy |
14,437
+4,052
| +39% | +$511K | 0.06% | 295 |
|
|
2024
Q1 | $1.54M | Buy |
10,385
+6,248
| +151% | +$929K | 0.06% | 286 |
|
|
2023
Q4 | $603K | Buy |
+4,137
| New | +$603K | 0.03% | 453 |
|