Empower Advisory Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,035
| Closed | -$303K | – | 497 |
|
|
2024
Q1 | $303K | Buy |
+2,035
| New | +$303K | ﹤0.01% | 404 |
|
|
2023
Q3 | – | Sell |
-1,197
| Closed | -$208K | – | 466 |
|
|
2023
Q2 | $208K | Sell |
1,197
-182
| -13% | -$31.6K | ﹤0.01% | 462 |
|
|
2023
Q1 | $250K | Buy |
+1,379
| New | +$250K | ﹤0.01% | 427 |
|