FSA Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $908 | Sell |
9
-85
| -90% | -$8.58K | ﹤0.01% | 509 |
|
|
2025
Q1 | $9.85K | Sell |
94
-36
| -28% | -$3.77K | ﹤0.01% | 272 |
|
|
2024
Q4 | $16.5K | Buy |
130
+100
| +333% | +$12.7K | 0.01% | 252 |
|
|
2024
Q3 | $4.21K | Buy |
+30
| New | +$4.21K | ﹤0.01% | 418 |
|
|
2024
Q1 | $4.46K | Hold |
30
| – | – | ﹤0.01% | 464 |
|
|
2023
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 455 |
|
|
2021
Q1 | – | Sell |
-185
| Closed | -$29K | – | 98 |
|
|
2020
Q4 | $29K | Buy |
+185
| New | +$29K | 0.01% | 171 |
|
|
2020
Q3 | – | Sell |
-281
| Closed | -$38K | – | 133 |
|
|
2020
Q2 | $38K | Hold |
281
| – | – | 0.03% | 140 |
|
|
2020
Q1 | $36K | Hold |
281
| – | – | 0.03% | 125 |
|
|
2019
Q4 | $47K | Buy |
+281
| New | +$47K | 0.03% | 135 |
|