Empire Financial Management Company’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,230
| Closed | -$874K | – | 203 |
|
|
2024
Q3 | $874K | Buy |
6,230
+332
| +6% | +$46.6K | 0.27% | 109 |
|
|
2024
Q2 | $744K | Buy |
5,898
+84
| +1% | +$10.6K | 0.25% | 110 |
|
|
2024
Q1 | $865K | Buy |
5,814
+178
| +3% | +$26.5K | 0.29% | 96 |
|
|
2023
Q4 | $821K | Buy |
5,636
+63
| +1% | +$9.18K | 0.32% | 84 |
|
|
2023
Q3 | $831K | Sell |
5,573
-78
| -1% | -$11.6K | 0.36% | 78 |
|
|
2023
Q2 | $980K | Buy |
5,651
+92
| +2% | +$16K | 0.39% | 70 |
|
|
2023
Q1 | $1.01M | Buy |
+5,559
| New | +$1.01M | 0.41% | 72 |
|