Daymark Wealth Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Buy |
9,547
+233
| +3% | +$23.5K | 0.04% | 269 |
|
|
2025
Q1 | $976K | Buy |
9,314
+19
| +0.2% | +$1.99K | 0.04% | 244 |
|
|
2024
Q4 | $1.18M | Sell |
9,295
-137
| -1% | -$17.4K | 0.05% | 214 |
|
|
2024
Q3 | $1.32M | Sell |
9,432
-97
| -1% | -$13.6K | 0.06% | 208 |
|
|
2024
Q2 | $1.2M | Sell |
9,529
-2,232
| -19% | -$281K | 0.06% | 213 |
|
|
2024
Q1 | $1.75M | Buy |
11,761
+3,483
| +42% | +$518K | 0.09% | 138 |
|
|
2023
Q4 | $1.21M | Buy |
8,278
+475
| +6% | +$69.2K | 0.07% | 167 |
|
|
2023
Q3 | $1.16M | Buy |
7,803
+1,620
| +26% | +$242K | 0.08% | 157 |
|
|
2023
Q2 | $1.07M | Buy |
6,183
+5,067
| +454% | +$879K | 0.08% | 162 |
|
|
2023
Q1 | $202K | Buy |
+1,116
| New | +$202K | 0.03% | 283 |
|