Guardian Partners’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.56M Sell
43,536
-1,901
-4% -$199K 0.41% 66
2025
Q1
$5.04M Sell
45,437
-1,960
-4% -$217K 0.52% 59
2024
Q4
$5.95M Buy
+47,397
New +$5.95M 0.61% 55