Cornerstone Planning Group’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.17K Buy
41
+2
+5% +$203 ﹤0.01% 769
2025
Q1
$4.33K Sell
39
-5
-11% -$555 ﹤0.01% 772
2024
Q4
$5.53K Buy
44
+5
+13% +$628 ﹤0.01% 559
2024
Q3
$5.08K Buy
39
+11
+39% +$1.43K ﹤0.01% 565
2024
Q2
$3.36K Sell
28
-4
-13% -$480 ﹤0.01% 655
2024
Q1
$4.4K Sell
32
-25
-44% -$3.44K ﹤0.01% 535
2023
Q4
$8.3K Buy
57
+24
+73% +$3.5K ﹤0.01% 463
2023
Q3
$4.92K Sell
33
-46
-58% -$6.86K ﹤0.01% 529
2023
Q2
$13.7K Buy
+79
New +$13.7K 0.01% 539
2022
Q4
$15.7K Buy
+85
New +$15.7K 0.01% 499