ICA Group Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $55K | Sell |
436
-182
| -29% | -$22.9K | 0.03% | 232 |
|
|
2024
Q1 | $91.9K | Sell |
618
-29
| -4% | -$4.31K | 0.02% | 417 |
|
|
2023
Q4 | $94.2K | Buy |
+647
| New | +$94.2K | 0.02% | 366 |
|
|
2023
Q3 | – | Sell |
-742
| Closed | -$129K | – | 444 |
|
|
2023
Q2 | $129K | Hold |
742
| – | – | 0.03% | 287 |
|
|
2023
Q1 | $134K | Hold |
742
| – | – | 0.03% | 289 |
|
|
2022
Q4 | $132K | Buy |
+742
| New | +$132K | 0.03% | 309 |
|