Financial & Tax Architects’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,528
| Closed | -$223K | – | 87 |
|
|
2023
Q4 | $223K | Sell |
1,528
-13
| -0.8% | -$1.89K | 0.07% | 86 |
|
|
2023
Q3 | $230K | Buy |
1,541
+22
| +1% | +$3.28K | 0.07% | 80 |
|
|
2023
Q2 | $264K | Sell |
1,519
-35
| -2% | -$6.07K | 0.08% | 73 |
|
|
2023
Q1 | $282K | Buy |
1,554
+9
| +0.6% | +$1.63K | 0.09% | 69 |
|
|
2022
Q4 | $287K | Buy |
+1,545
| New | +$287K | 0.1% | 74 |
|
|
2022
Q3 | – | Sell |
-1,725
| Closed | -$300K | – | 68 |
|
|
2022
Q2 | $300K | Sell |
1,725
-181
| -9% | -$31.5K | 0.11% | 70 |
|
|
2022
Q1 | $387K | Sell |
1,906
-19
| -1% | -$3.86K | 0.15% | 69 |
|
|
2021
Q4 | $424K | Buy |
+1,925
| New | +$424K | 0.17% | 78 |
|
|
2021
Q2 | – | Sell |
-2,290
| Closed | -$376K | – | 99 |
|
|
2021
Q1 | $376K | Buy |
+2,290
| New | +$376K | 0.21% | 80 |
|