Empirical 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
Q2 | – | Sell |
-2,029
| Closed | -$368K | – | 472 |
|
|
2023
Q1 | $368K | Sell |
2,029
-20
| -1% | -$3.62K | 0.02% | 364 |
|
|
2022
Q4 | $365K | Buy |
2,049
+44
| +2% | +$7.84K | 0.02% | 353 |
|
|
2022
Q3 | $340K | Sell |
2,005
-116
| -5% | -$19.7K | 0.02% | 352 |
|
|
2022
Q2 | $369K | Sell |
2,121
-37
| -2% | -$6.44K | 0.02% | 347 |
|
|
2022
Q1 | $438K | Sell |
2,158
-18
| -0.8% | -$3.65K | 0.02% | 348 |
|
|
2021
Q4 | $479K | Buy |
+2,176
| New | +$479K | 0.02% | 347 |
|