Creative Financial Designs’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $160K | Buy |
1,586
+3
| +0.2% | +$302 | 0.01% | 546 |
|
|
2025
Q1 | $166K | Sell |
1,583
-65
| -4% | -$6.81K | 0.01% | 495 |
|
|
2024
Q4 | $210K | Sell |
1,648
-47
| -3% | -$5.98K | 0.02% | 433 |
|
|
2024
Q3 | $238K | Buy |
1,695
+121
| +8% | +$17K | 0.02% | 409 |
|
|
2024
Q2 | $198K | Buy |
1,574
+20
| +1% | +$2.52K | 0.02% | 432 |
|
|
2024
Q1 | $231K | Buy |
1,554
+18
| +1% | +$2.68K | 0.02% | 387 |
|
|
2023
Q4 | $224K | Buy |
1,536
+1
| +0.1% | +$146 | 0.02% | 367 |
|
|
2023
Q3 | $229K | Hold |
1,535
| – | – | 0.03% | 312 |
|
|
2023
Q2 | $266K | Sell |
1,535
-78
| -5% | -$13.5K | 0.03% | 299 |
|
|
2023
Q1 | $292K | Buy |
1,613
+49
| +3% | +$8.88K | 0.04% | 277 |
|
|
2022
Q4 | $279K | Buy |
1,564
+1
| +0.1% | +$178 | 0.04% | 273 |
|
|
2022
Q3 | $265K | Buy |
1,563
+527
| +51% | +$89.4K | 0.04% | 260 |
|
|
2022
Q2 | $180K | Hold |
1,036
| – | – | 0.03% | 315 |
|
|
2022
Q1 | $210K | Sell |
1,036
-13
| -1% | -$2.64K | 0.03% | 286 |
|
|
2021
Q4 | $230K | Sell |
1,049
-29
| -3% | -$6.36K | 0.03% | 283 |
|
|
2021
Q3 | $208K | Buy |
1,078
+49
| +5% | +$9.46K | 0.03% | 289 |
|
|
2021
Q2 | $197K | Hold |
1,029
| – | – | 0.03% | 294 |
|
|
2021
Q1 | $169K | Hold |
1,029
| – | – | 0.03% | 305 |
|
|
2020
Q4 | $163K | Sell |
1,029
-40
| -4% | -$6.34K | 0.03% | 289 |
|
|
2020
Q3 | $147K | Hold |
1,069
| – | – | 0.04% | 281 |
|
|
2020
Q2 | $144K | Buy |
+1,069
| New | +$144K | 0.04% | 234 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$144K | – | 758 |
|
|
2018
Q2 | $144K | Hold |
1,000
| – | – | 0.08% | 154 |
|
|
2018
Q1 | $135K | Buy |
+1,000
| New | +$135K | 0.09% | 143 |
|