Golden State Wealth 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 | $102K | Buy |
1,014
+27
| +3% | +$2.72K | 0.01% | 473 |
|
|
2025
Q1 | $103K | Hold |
987
| – | – | 0.02% | 433 |
|
|
2024
Q4 | $125K | Buy |
+987
| New | +$125K | 0.02% | 393 |
|
|
2022
Q1 | $203K | Hold |
998
| – | – | 0.04% | 296 |
|
|
2021
Q4 | $220K | Sell |
998
-116
| -10% | -$25.6K | 0.04% | 341 |
|
|
2021
Q3 | $215K | Hold |
1,114
| – | – | 0.05% | 281 |
|
|
2021
Q2 | $214K | Buy |
+1,114
| New | +$214K | 0.05% | 274 |
|
|
2020
Q4 | – | Sell |
-1,136
| Closed | -$156K | – | 272 |
|
|
2020
Q3 | $156K | Buy |
+1,136
| New | +$156K | 0.05% | 213 |
|
|
2020
Q2 | – | Sell |
-1,066
| Closed | -$136K | – | 328 |
|
|
2020
Q1 | $136K | Buy |
+1,066
| New | +$136K | 0.06% | 210 |
|
|
2019
Q4 | – | Sell |
-1,044
| Closed | -$171K | – | 234 |
|
|
2019
Q3 | $171K | Hold |
1,044
| – | – | 0.06% | 223 |
|
|
2019
Q2 | $179K | Sell |
1,044
-48
| -4% | -$8.23K | 0.06% | 239 |
|
|
2019
Q1 | $179K | Buy |
+1,092
| New | +$179K | 0.06% | 241 |
|