H&H Retirement Design & 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 | $487K | Buy |
4,767
+227
| +5% | +$23.2K | 0.27% | 55 |
|
|
2025
Q1 | $498K | Hold |
4,540
| – | – | 0.33% | 47 |
|
|
2024
Q4 | $502K | Sell |
4,540
-455
| -9% | -$50.3K | 0.3% | 55 |
|
|
2024
Q3 | $672K | Sell |
4,995
-263
| -5% | -$35.4K | 0.4% | 48 |
|
|
2024
Q2 | $682K | Buy |
5,258
+1,541
| +41% | +$200K | 0.42% | 49 |
|
|
2024
Q1 | $528K | Buy |
+3,717
| New | +$528K | 0.35% | 53 |
|