FSB Premier 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 | $443K | Sell |
4,392
-79
| -2% | -$7.97K | 0.16% | 139 |
|
|
2025
Q1 | $469K | Buy |
4,471
+964
| +27% | +$101K | 0.18% | 126 |
|
|
2024
Q4 | $446K | Buy |
3,507
+387
| +12% | +$49.2K | 0.18% | 132 |
|
|
2024
Q3 | $438K | Buy |
+3,120
| New | +$438K | 0.18% | 128 |
|
|
2022
Q1 | – | Sell |
-183
| Closed | -$40K | – | 227 |
|
|
2021
Q4 | $40K | Buy |
+183
| New | +$40K | 0.02% | 260 |
|