Coppell Advisory Solutions’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Sell |
4,504
-619
| -12% | -$62.2K | 0.05% | 257 |
|
|
2025
Q1 | $568K | Sell |
5,123
-1,170
| -19% | -$130K | 0.08% | 195 |
|
|
2024
Q4 | $797K | Buy |
6,293
+893
| +17% | +$113K | 0.11% | 138 |
|
|
2024
Q3 | $760K | Buy |
5,400
+365
| +7% | +$51.4K | 0.11% | 141 |
|
|
2024
Q2 | $635K | Buy |
+5,035
| New | +$635K | 0.1% | 140 |
|
|
2023
Q4 | $975K | Buy |
6,690
+2,393
| +56% | +$349K | 0.19% | 112 |
|
|
2023
Q3 | $766K | Sell |
4,297
-816
| -16% | -$145K | 0.26% | 90 |
|
|
2023
Q2 | $866K | Buy |
5,113
+863
| +20% | +$146K | 0.24% | 94 |
|
|
2023
Q1 | $769K | Sell |
4,250
-47
| -1% | -$8.51K | 0.25% | 101 |
|
|
2022
Q4 | $766K | Buy |
+4,297
| New | +$766K | 0.26% | 93 |
|
|
2020
Q4 | $345K | Buy |
+2,170
| New | +$345K | 0.17% | 125 |
|