Foster Victor Wealth Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
2,346
-22
| -0.9% | -$2.3K | 0.02% | 177 |
|
|
2025
Q1 | $259K | Buy |
2,368
+439
| +23% | +$48.1K | 0.02% | 169 |
|
|
2024
Q4 | $229K | Buy |
1,929
+33
| +2% | +$3.92K | 0.02% | 175 |
|
|
2024
Q3 | $255K | Buy |
1,896
+301
| +19% | +$40.5K | 0.02% | 172 |
|
|
2024
Q2 | $207K | Buy |
1,595
+24
| +2% | +$3.11K | 0.02% | 183 |
|
|
2024
Q1 | $221K | Hold |
1,571
| – | – | 0.02% | 161 |
|
|
2023
Q4 | $225K | Buy |
+1,571
| New | +$225K | 0.02% | 154 |
|
|
2023
Q3 | – | Sell |
-1,162
| Closed | -$201K | – | 163 |
|
|
2023
Q2 | $201K | Buy |
1,162
+64
| +6% | +$11.1K | 0.02% | 155 |
|
|
2023
Q1 | $201K | Buy |
+1,098
| New | +$201K | 0.02% | 156 |
|
|
2022
Q2 | – | Sell |
-958
| Closed | -$203K | – | 142 |
|
|
2022
Q1 | $203K | Buy |
+958
| New | +$203K | 0.03% | 130 |
|