Graybill 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 | $2.59M | Sell |
25,644
-4,796
| -16% | -$484K | 0.84% | 43 |
|
|
2025
Q1 | $3.19M | Buy |
+30,440
| New | +$3.19M | 1.09% | 40 |
|
|
2024
Q3 | $3.98M | Buy |
28,384
+787
| +3% | +$110K | 1.48% | 34 |
|
|
2024
Q2 | $3.48M | Buy |
27,597
+404
| +1% | +$50.9K | 1.41% | 36 |
|
|
2024
Q1 | $4.04M | Buy |
27,193
+4,196
| +18% | +$624K | 1.7% | 32 |
|
|
2023
Q4 | $3.35M | Buy |
22,997
+262
| +1% | +$38.2K | 1.48% | 36 |
|
|
2023
Q3 | $3.39M | Buy |
22,735
+58
| +0.3% | +$8.65K | 1.65% | 30 |
|
|
2023
Q2 | $3.93M | Buy |
22,677
+966
| +4% | +$168K | 1.87% | 27 |
|
|
2023
Q1 | $3.93M | Buy |
21,711
+1,028
| +5% | +$186K | 2% | 24 |
|
|
2022
Q4 | $3.69M | Buy |
20,683
+362
| +2% | +$64.5K | 2% | 25 |
|
|
2022
Q3 | $3.45M | Buy |
20,321
+288
| +1% | +$48.9K | 2.05% | 22 |
|
|
2022
Q2 | $3.49M | Sell |
20,033
-371
| -2% | -$64.6K | 1.93% | 26 |
|
|
2022
Q1 | $4.15M | Buy |
20,404
+505
| +3% | +$103K | 2.02% | 22 |
|
|
2021
Q4 | $4.38M | Buy |
19,899
+58
| +0.3% | +$12.8K | 1.99% | 24 |
|
|
2021
Q3 | $3.83M | Buy |
19,841
+911
| +5% | +$176K | 1.89% | 28 |
|
|
2021
Q2 | $3.63M | Sell |
18,930
-12
| -0.1% | -$2.3K | 1.79% | 29 |
|
|
2021
Q1 | $3.11M | Buy |
18,942
+398
| +2% | +$65.3K | 1.65% | 35 |
|
|
2020
Q4 | $2.95M | Buy |
18,544
+216
| +1% | +$34.3K | 1.66% | 34 |
|
|
2020
Q3 | $2.52M | Buy |
+18,328
| New | +$2.52M | 1.64% | 32 |
|