Global Financial Private Client’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13
| Closed | -$1.36K | – | 568 |
|
|
2025
Q1 | $1.36K | Hold |
13
| – | – | ﹤0.01% | 969 |
|
|
2024
Q4 | $1.65K | Hold |
13
| – | – | ﹤0.01% | 737 |
|
|
2024
Q3 | $1.82K | Buy |
+13
| New | +$1.82K | ﹤0.01% | 726 |
|
|
2023
Q2 | – | Sell |
-110
| Closed | -$20K | – | 679 |
|
|
2023
Q1 | $20K | Buy |
+110
| New | +$20K | 0.01% | 375 |
|