Drive Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,999
| Closed | -$381K | – | 337 |
|
|
2024
Q4 | $381K | Sell |
2,999
-252
| -8% | -$32K | 0.09% | 173 |
|
|
2024
Q3 | $464K | Sell |
3,251
-34
| -1% | -$4.86K | 0.12% | 142 |
|
|
2024
Q2 | $414K | Sell |
3,285
-57
| -2% | -$7.19K | 0.11% | 156 |
|
|
2024
Q1 | $503K | Sell |
3,342
-159
| -5% | -$23.9K | 0.14% | 129 |
|
|
2023
Q4 | $510K | Buy |
+3,501
| New | +$510K | 0.16% | 117 |
|