Inspire Trust Company’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-18,189
| Closed | -$2.31M | – | 113 |
|
|
2024
Q4 | $2.31M | Hold |
18,189
| – | – | 0.59% | 73 |
|
|
2024
Q3 | $2.55M | Buy |
18,189
+2,000
| +12% | +$281K | 0.7% | 63 |
|
|
2024
Q2 | $2.04M | Buy |
16,189
+4,200
| +35% | +$530K | 0.67% | 62 |
|
|
2024
Q1 | $1.78M | Buy |
11,989
+4,720
| +65% | +$702K | 1% | 33 |
|
|
2023
Q4 | $1.06M | Buy |
+7,269
| New | +$1.06M | 1.09% | 20 |
|