Evelyn V. Moreno’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $565K | Hold |
3,880
| – | – | 0.27% | 70 |
|
|
2023
Q3 | $579K | Hold |
3,880
| – | – | 0.13% | 76 |
|
|
2023
Q2 | $673K | Sell |
3,880
-250
| -6% | -$43.4K | 0.14% | 67 |
|
|
2023
Q1 | $748K | Sell |
4,130
-1,723
| -29% | -$312K | 0.17% | 61 |
|
|
2022
Q4 | $1.04M | Buy |
5,853
+250
| +4% | +$44.5K | 0.24% | 63 |
|
|
2022
Q3 | $951K | Sell |
5,603
-250
| -4% | -$42.4K | 0.43% | 61 |
|
|
2022
Q2 | $1.02M | Buy |
5,853
+1,723
| +42% | +$300K | 0.24% | 59 |
|
|
2022
Q1 | $839K | Buy |
+4,130
| New | +$839K | 0.17% | 60 |
|