HHM Wealth Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.3K | Buy |
330
+143
| +76% | +$14.4K | ﹤0.01% | 435 |
|
|
2025
Q1 | $19.6K | Buy |
187
+150
| +405% | +$15.7K | ﹤0.01% | 507 |
|
|
2024
Q4 | $4.73K | Hold |
37
| – | – | ﹤0.01% | 684 |
|
|
2024
Q3 | $5.13K | Buy |
+37
| New | +$5.13K | ﹤0.01% | 651 |
|
|
2024
Q2 | – | Sell |
-73
| Closed | -$10.9K | – | 800 |
|
|
2024
Q1 | $10.9K | Buy |
73
+46
| +170% | +$6.84K | ﹤0.01% | 503 |
|
|
2023
Q4 | $3.93K | Sell |
27
-95
| -78% | -$13.8K | ﹤0.01% | 642 |
|
|
2023
Q3 | $18.2K | Hold |
122
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $21.2K | Sell |
122
-8
| -6% | -$1.39K | ﹤0.01% | 409 |
|
|
2023
Q1 | $23.6K | Buy |
130
+27
| +26% | +$4.89K | ﹤0.01% | 396 |
|
|
2022
Q4 | $18.4K | Sell |
103
-6
| -6% | -$1.07K | ﹤0.01% | 371 |
|
|
2022
Q3 | $19K | Hold |
109
| – | – | 0.01% | 350 |
|
|
2022
Q2 | $18K | Buy |
+109
| New | +$18K | ﹤0.01% | 442 |
|