Copperleaf Capital’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 |
-7,119
| Closed | -$905K | – | 109 |
|
|
2024
Q4 | $905K | Buy |
7,119
+572
| +9% | +$72.7K | 0.57% | 52 |
|
|
2024
Q3 | $919K | Sell |
6,547
-27
| -0.4% | -$3.79K | 0.7% | 47 |
|
|
2024
Q2 | $829K | Buy |
6,574
+201
| +3% | +$25.3K | 0.66% | 47 |
|
|
2024
Q1 | $948K | Buy |
+6,373
| New | +$948K | 0.82% | 38 |
|