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Geller Advisors’s Diageo DEO Stock Holding History

Geller Advisors’s Portfolio DEO Stock Details DEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,672
Closed -$337K – 267
2024
Q2 		$337K Buy
2,672
+607
+29% +$76.5K 0.03% 194
2024
Q1 		$307K Buy
+2,065
New +$307K 0.02% 204