Financial Perspectives’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6K | Hold |
214
| – | – | 0.01% | 410 |
|
|
2025
Q1 | $22.4K | Hold |
214
| – | – | 0.01% | 398 |
|
|
2024
Q4 | $27.2K | Hold |
214
| – | – | 0.01% | 371 |
|
|
2024
Q3 | $30.1K | Hold |
214
| – | – | 0.01% | 336 |
|
|
2024
Q2 | $27K | Hold |
214
| – | – | 0.01% | 343 |
|
|
2024
Q1 | $31.9K | Hold |
214
| – | – | 0.01% | 322 |
|
|
2023
Q4 | $31.2K | Hold |
214
| – | – | 0.01% | 317 |
|
|
2023
Q3 | $32K | Hold |
214
| – | – | 0.01% | 307 |
|
|
2023
Q2 | $37.2K | Hold |
214
| – | – | 0.02% | 290 |
|
|
2023
Q1 | $38.8K | Hold |
214
| – | – | 0.02% | 280 |
|
|
2022
Q4 | $38.2K | Hold |
214
| – | – | 0.02% | 275 |
|
|
2022
Q3 | $36.4K | Hold |
214
| – | – | 0.02% | 271 |
|
|
2022
Q2 | $37.3K | Hold |
214
| – | – | 0.02% | 267 |
|
|
2022
Q1 | $43.5K | Hold |
214
| – | – | 0.02% | 265 |
|
|
2021
Q4 | $47.2K | Hold |
214
| – | – | 0.02% | 252 |
|
|
2021
Q3 | $41.3K | Hold |
214
| – | – | 0.02% | 257 |
|
|
2021
Q2 | $41.1K | Sell |
214
-34,958
| -99% | -$6.71M | 0.02% | 279 |
|
|
2021
Q1 | $214K | Buy |
35,172
+34,958
| +16,336% | +$213K | 0.01% | 394 |
|
|
2020
Q4 | $34K | Hold |
214
| – | – | 0.02% | 270 |
|
|
2020
Q3 | $29.5K | Hold |
214
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $28.8K | Hold |
214
| – | – | 0.02% | 229 |
|
|
2020
Q1 | $27.2K | Hold |
214
| – | – | 0.02% | 215 |
|
|
2019
Q4 | $36.1K | Buy |
+214
| New | +$36.1K | 0.02% | 201 |
|