Financial Synergies Wealth Advisors’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 |
-83
| Closed | -$12.3K | – | 158 |
|
|
2024
Q1 | $12.3K | Sell |
83
-11
| -12% | -$1.64K | ﹤0.01% | 233 |
|
|
2023
Q4 | $16.8K | Buy |
94
+3
| +3% | +$535 | ﹤0.01% | 149 |
|
|
2023
Q3 | $13.6K | Hold |
91
| – | – | ﹤0.01% | 212 |
|
|
2023
Q2 | $15.8K | Sell |
91
-26
| -22% | -$4.51K | ﹤0.01% | 192 |
|
|
2023
Q1 | $21.2K | Buy |
117
+23
| +24% | +$4.17K | ﹤0.01% | 171 |
|
|
2022
Q4 | $16.8K | Buy |
+94
| New | +$16.8K | ﹤0.01% | 149 |
|
|
2022
Q3 | – | Sell |
-10
| Closed | -$1.74K | – | 484 |
|
|
2022
Q2 | $1.74K | Buy |
+10
| New | +$1.74K | ﹤0.01% | 252 |
|