GC Wealth Management RIA’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Buy |
8,021
+2,257
| +39% | +$228K | 0.07% | 233 |
|
|
2025
Q1 | $604K | Buy |
5,764
+590
| +11% | +$61.8K | 0.11% | 160 |
|
|
2024
Q4 | $658K | Sell |
5,174
-619
| -11% | -$78.7K | 0.12% | 145 |
|
|
2024
Q3 | $813K | Buy |
5,793
+1,166
| +25% | +$164K | 0.14% | 125 |
|
|
2024
Q2 | $583K | Buy |
4,627
+524
| +13% | +$66.1K | 0.12% | 151 |
|
|
2024
Q1 | $610K | Buy |
4,103
+1,577
| +62% | +$235K | 0.12% | 144 |
|
|
2023
Q4 | $368K | Buy |
+2,526
| New | +$368K | 0.17% | 137 |
|