FullCircle Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
5,794
-2,012
| -26% | -$198K | 0.21% | 136 |
|
|
2025
Q1 | $868K | Sell |
7,806
-1,715
| -18% | -$191K | 0.36% | 95 |
|
|
2024
Q4 | $1.04M | Buy |
9,521
+594
| +7% | +$65K | 0.43% | 73 |
|
|
2024
Q3 | $1.19M | Buy |
8,927
+4,438
| +99% | +$592K | 0.53% | 57 |
|
|
2024
Q2 | $582K | Buy |
+4,489
| New | +$582K | 0.29% | 110 |
|