FirstPurpose Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $210K | Sell |
1,473
-316
| -18% | -$45K | 0.08% | 201 |
|
|
2023
Q4 | $261K | Buy |
+1,789
| New | +$261K | 0.1% | 168 |
|
|
2023
Q3 | – | Sell |
-1,346
| Closed | -$234K | – | 200 |
|
|
2023
Q2 | $234K | Buy |
1,346
+55
| +4% | +$9.54K | 0.1% | 170 |
|
|
2023
Q1 | $234K | Buy |
+1,291
| New | +$234K | 0.12% | 162 |
|