Foundations Investment 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 | $398K | Sell |
3,947
-1,357
| -26% | -$137K | 0.01% | 647 |
|
|
2025
Q1 | $556K | Sell |
5,304
-1,870
| -26% | -$196K | 0.01% | 551 |
|
|
2024
Q4 | $912K | Sell |
7,174
-291
| -4% | -$37K | 0.02% | 421 |
|
|
2024
Q3 | $1.05M | Buy |
7,465
+405
| +6% | +$56.8K | 0.02% | 355 |
|
|
2024
Q2 | $890K | Buy |
7,060
+1,458
| +26% | +$184K | 0.02% | 357 |
|
|
2024
Q1 | $833K | Buy |
+5,602
| New | +$833K | 0.02% | 357 |
|