GYL Financial Synergies’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $5.47M | Buy |
38,983
+1,051
| +3% | +$147K | 0.41% | 61 |
|
|
2024
Q2 | $4.78M | Buy |
37,932
+23,458
| +162% | +$2.96M | 0.37% | 70 |
|
|
2024
Q1 | $2.15M | Buy |
14,474
+3,643
| +34% | +$542K | 0.17% | 116 |
|
|
2023
Q4 | $1.58M | Buy |
10,831
+186
| +2% | +$27.1K | 0.13% | 143 |
|
|
2023
Q3 | $1.59M | Buy |
10,645
+377
| +4% | +$56.2K | 0.15% | 128 |
|
|
2023
Q2 | $1.78M | Buy |
10,268
+410
| +4% | +$71.1K | 0.16% | 122 |
|
|
2023
Q1 | $1.79M | Buy |
+9,858
| New | +$1.79M | 0.21% | 91 |
|
|
2020
Q3 | – | Sell |
-2,278
| Closed | -$306K | – | 158 |
|
|
2020
Q2 | $306K | Buy |
2,278
+546
| +32% | +$73.3K | 0.22% | 109 |
|
|
2020
Q1 | $220K | Buy |
1,732
+42
| +2% | +$5.34K | 0.14% | 130 |
|
|
2019
Q4 | $285K | Buy |
1,690
+168
| +11% | +$28.3K | 0.13% | 134 |
|
|
2019
Q3 | $249K | Sell |
1,522
-5
| -0.3% | -$818 | 0.12% | 143 |
|
|
2019
Q2 | $263K | Buy |
1,527
+135
| +10% | +$23.3K | 0.14% | 126 |
|
|
2019
Q1 | $228K | Sell |
1,392
-38
| -3% | -$6.22K | 0.13% | 138 |
|
|
2018
Q4 | $203K | Buy |
+1,430
| New | +$203K | 0.15% | 137 |
|