Focus Partners Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
26,150
+579
| +2% | +$58.4K | 0.01% | 827 |
|
|
2025
Q1 | $2.68M | Sell |
25,571
-21,519
| -46% | -$2.26M | 0.01% | 771 |
|
|
2024
Q4 | $5.99M | Buy |
47,090
+26,033
| +124% | +$3.31M | 0.02% | 571 |
|
|
2024
Q3 | $2.96M | Buy |
21,057
+550
| +3% | +$77.2K | 0.01% | 679 |
|
|
2024
Q2 | $2.59M | Buy |
20,507
+8,419
| +70% | +$1.06M | 0.01% | 612 |
|
|
2024
Q1 | $1.8M | Buy |
12,088
+3,690
| +44% | +$549K | 0.01% | 504 |
|
|
2023
Q4 | $1.22M | Buy |
+8,398
| New | +$1.22M | 0.02% | 420 |
|