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