Harrison & Co Wealth Management’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$877K Sell
4,923
-77
-2% -$13.7K 0.85% 45
2022
Q3
$849K Sell
5,000
-115
-2% -$19.5K 0.9% 41
2022
Q2
$891K Sell
5,115
-67
-1% -$11.7K 0.85% 42
2022
Q1
$1.05M Sell
5,182
-88
-2% -$17.9K 0.92% 29
2021
Q4
$1.16M Buy
+5,270
New +$1.16M 0.98% 27