Curi Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,197
| Closed | -$208K | – | 158 |
|
|
2023
Q2 | $208K | Sell |
1,197
-40
| -3% | -$6.94K | 0.03% | 163 |
|
|
2023
Q1 | $224K | Buy |
1,237
+47
| +4% | +$8.52K | 0.03% | 150 |
|
|
2022
Q4 | $212K | Sell |
1,190
-22
| -2% | -$3.92K | 0.03% | 180 |
|
|
2022
Q3 | $206K | Hold |
1,212
| – | – | 0.03% | 172 |
|
|
2022
Q2 | $211K | Buy |
1,212
+13
| +1% | +$2.26K | 0.04% | 109 |
|
|
2022
Q1 | $243K | Buy |
1,199
+239
| +25% | +$48.4K | 0.04% | 105 |
|
|
2021
Q4 | $211K | Buy |
+960
| New | +$211K | 0.04% | 106 |
|
|
2021
Q1 | – | Sell |
-832
| Closed | -$132K | – | 198 |
|
|
2020
Q4 | $132K | Buy |
+832
| New | +$132K | 0.1% | 104 |
|