IAG Wealth 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 | $3.03K | Hold |
30
| – | – | ﹤0.01% | 425 |
|
|
2025
Q1 | $3.14K | Hold |
30
| – | – | ﹤0.01% | 434 |
|
|
2024
Q4 | $3.81K | Hold |
30
| – | – | ﹤0.01% | 443 |
|
|
2024
Q3 | $4.21K | Hold |
30
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $3.78K | Hold |
30
| – | – | ﹤0.01% | 416 |
|
|
2024
Q1 | $4.46K | Sell |
30
-30
| -50% | -$4.46K | ﹤0.01% | 381 |
|
|
2023
Q4 | $8.74K | Hold |
60
| – | – | ﹤0.01% | 322 |
|
|
2023
Q3 | $8.95K | Hold |
60
| – | – | ﹤0.01% | 308 |
|
|
2023
Q2 | $10.4K | Hold |
60
| – | – | ﹤0.01% | 311 |
|
|
2023
Q1 | $10.9K | Hold |
60
| – | – | ﹤0.01% | 302 |
|
|
2022
Q4 | $10.7K | Hold |
60
| – | – | ﹤0.01% | 280 |
|
|
2022
Q3 | $10K | Hold |
60
| – | – | ﹤0.01% | 275 |
|
|
2022
Q2 | $10K | Hold |
60
| – | – | ﹤0.01% | 275 |
|
|
2022
Q1 | $12K | Hold |
60
| – | – | ﹤0.01% | 275 |
|
|
2021
Q4 | $13K | Hold |
60
| – | – | ﹤0.01% | 265 |
|
|
2021
Q3 | $12K | Hold |
60
| – | – | ﹤0.01% | 246 |
|
|
2021
Q2 | $12K | Sell |
60
-23
| -28% | -$4.6K | ﹤0.01% | 241 |
|
|
2021
Q1 | $14K | Hold |
83
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $14K | Hold |
83
| – | – | 0.01% | 198 |
|
|
2020
Q3 | $12K | Hold |
83
| – | – | 0.01% | 203 |
|
|
2020
Q2 | $12K | Hold |
83
| – | – | 0.01% | 199 |
|
|
2020
Q1 | $11K | Hold |
83
| – | – | 0.01% | 193 |
|
|
2019
Q4 | $14K | Buy |
+83
| New | +$14K | 0.01% | 214 |
|