Forza Wealth Management’s Diageo DEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,511	Closed	-$375K	–	175
2023 Q3	$375K	Hold	2,511	–	–	0.19%	133
2023 Q2	$436K	Hold	2,511	–	–	0.22%	126
2023 Q1	$455K	Buy	2,511 +390	+18%	+$70.7K	0.23%	125
2022 Q4	$378K	Buy	+2,121	New	+$378K	0.25%	102