Continuum Advisory’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,192
| Closed | -$230K | – | 678 |
|
|
2025
Q1 | $230K | Buy |
2,192
+10
| +0.5% | +$1.05K | 0.03% | 365 |
|
|
2024
Q4 | $277K | Buy |
2,182
+93
| +4% | +$11.8K | 0.04% | 333 |
|
|
2024
Q3 | $250K | Buy |
2,089
+417
| +25% | +$50K | 0.03% | 352 |
|
|
2024
Q2 | $211K | Buy |
1,672
+317
| +23% | +$40K | 0.03% | 365 |
|
|
2024
Q1 | $194K | Buy |
+1,355
| New | +$194K | 0.03% | 375 |
|