GeoWealth 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 | $888K | Buy |
8,806
+1,000
| +13% | +$101K | 0.03% | 286 |
|
|
2025
Q1 | $818K | Buy |
7,806
+862
| +12% | +$90.3K | 0.03% | 311 |
|
|
2024
Q4 | $883K | Buy |
6,944
+92
| +1% | +$11.7K | 0.03% | 318 |
|
|
2024
Q3 | $962K | Buy |
6,852
+1,002
| +17% | +$141K | 0.03% | 314 |
|
|
2024
Q2 | $738K | Buy |
5,850
+2,256
| +63% | +$284K | 0.03% | 336 |
|
|
2024
Q1 | $535K | Buy |
3,594
+1,208
| +51% | +$180K | 0.02% | 419 |
|
|
2023
Q4 | $348K | Buy |
+2,386
| New | +$348K | 0.03% | 390 |
|