Iams Wealth 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 | $543K | Sell |
5,383
-866
| -14% | -$87.3K | 0.25% | 106 |
|
|
2025
Q1 | $655K | Buy |
6,249
+1,303
| +26% | +$137K | 0.3% | 92 |
|
|
2024
Q4 | $629K | Buy |
4,946
+761
| +18% | +$96.8K | 0.29% | 90 |
|
|
2024
Q3 | $587K | Buy |
4,185
+268
| +7% | +$37.6K | 0.29% | 93 |
|
|
2024
Q2 | $494K | Sell |
3,917
-3,445
| -47% | -$434K | 0.27% | 96 |
|
|
2024
Q1 | $1.13M | Buy |
7,362
+1,504
| +26% | +$230K | 0.69% | 49 |
|
|
2023
Q4 | $853K | Sell |
5,858
-111
| -2% | -$16.2K | 0.55% | 60 |
|
|
2023
Q3 | $890K | Buy |
+5,969
| New | +$890K | 0.62% | 56 |
|
|
2023
Q2 | – | Sell |
-4,831
| Closed | -$875K | – | 24 |
|
|
2023
Q1 | $875K | Buy |
4,831
+1,627
| +51% | +$295K | 0.73% | 51 |
|
|
2022
Q4 | $571K | Buy |
+3,204
| New | +$571K | 0.58% | 56 |
|