Farther Finance Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.78M | Sell |
17,659
-1,021
| -5% | -$103K | 0.04% | 401 |
|
2025
Q1 | $1.95M | Buy |
18,680
+1,423
| +8% | +$149K | 0.05% | 304 |
|
2024
Q4 | $2.19M | Buy |
17,257
+2,773
| +19% | +$353K | 0.08% | 212 |
|
2024
Q3 | $2.03M | Sell |
14,484
-10
| -0.1% | -$1.4K | 0.08% | 202 |
|
2024
Q2 | $1.82M | Buy |
14,494
+2,633
| +22% | +$331K | 0.09% | 180 |
|
2024
Q1 | $1.75M | Buy |
11,861
+1,176
| +11% | +$174K | 0.11% | 167 |
|
2023
Q4 | $1.56M | Buy |
10,685
+10,157
| +1,924% | +$1.48M | 0.11% | 167 |
|
2023
Q3 | $78.8K | Buy |
528
+33
| +7% | +$4.93K | 0.01% | 636 |
|
2023
Q2 | $85.9K | Buy |
495
+124
| +33% | +$21.5K | 0.02% | 508 |
|
2023
Q1 | $67.2K | Buy |
371
+88
| +31% | +$15.9K | 0.02% | 521 |
|
2022
Q4 | $50.4K | Buy |
+283
| New | +$50.4K | 0.02% | 482 |
|