CAM
Councilmark Asset Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Sell |
9,549
-385
| -4% | -$38.8K | 0.61% | 38 |
|
|
2025
Q1 | $1.04M | Hold |
9,934
| – | – | 0.7% | 34 |
|
|
2024
Q4 | $1.26M | Sell |
9,934
-123
| -1% | -$15.6K | 0.85% | 35 |
|
|
2024
Q3 | $1.41M | Buy |
10,057
+20
| +0.2% | +$2.81K | 0.95% | 32 |
|
|
2024
Q2 | $1.27M | Hold |
10,037
| – | – | 0.9% | 32 |
|
|
2024
Q1 | $1.49M | Buy |
+10,037
| New | +$1.49M | 1.08% | 31 |
|