Crux Wealth Advisors’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$724K Buy
7,176
+1,896
+36% +$191K 0.31% 87
2025
Q1
$553K Buy
5,280
+973
+23% +$102K 0.29% 101
2024
Q4
$548K Buy
+4,307
New +$548K 0.3% 87