Forum Financial Management’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 |
-2,072
| Closed | -$308K | – | 734 |
|
|
2024
Q1 | $308K | Sell |
2,072
-340
| -14% | -$50.6K | 0.01% | 493 |
|
|
2023
Q4 | $351K | Hold |
2,412
| – | – | 0.01% | 393 |
|
|
2023
Q3 | $360K | Sell |
2,412
-53
| -2% | -$7.91K | 0.01% | 363 |
|
|
2023
Q2 | $428K | Sell |
2,465
-26
| -1% | -$4.51K | 0.01% | 324 |
|
|
2023
Q1 | $451K | Buy |
2,491
+25
| +1% | +$4.53K | 0.01% | 284 |
|
|
2022
Q4 | $439K | Sell |
2,466
-99
| -4% | -$17.6K | 0.01% | 281 |
|
|
2022
Q3 | $436K | Hold |
2,565
| – | – | 0.02% | 247 |
|
|
2022
Q2 | $447K | Sell |
2,565
-37
| -1% | -$6.45K | 0.02% | 252 |
|
|
2022
Q1 | $528K | Buy |
2,602
+17
| +0.7% | +$3.45K | 0.03% | 229 |
|
|
2021
Q4 | $569K | Buy |
+2,585
| New | +$569K | 0.03% | 217 |
|