Intelligent Financial Strategies’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Sell |
215
-501
| -70% | -$50.5K | 0.01% | 75 |
|
|
2025
Q1 | $76.5K | Sell |
716
-205
| -22% | -$21.9K | 0.04% | 50 |
|
|
2024
Q4 | $117K | Sell |
921
-285
| -24% | -$36.2K | 0.06% | 41 |
|
|
2024
Q3 | $173K | Sell |
1,206
-460
| -28% | -$66.2K | 0.1% | 39 |
|
|
2024
Q2 | $210K | Sell |
1,666
-723
| -30% | -$91.2K | 0.13% | 38 |
|
|
2024
Q1 | $360K | Sell |
2,389
-777
| -25% | -$117K | 0.22% | 31 |
|
|
2023
Q4 | $461K | Sell |
3,166
-650
| -17% | -$94.7K | 0.32% | 31 |
|
|
2023
Q3 | $581K | Sell |
3,816
-893
| -19% | -$136K | 0.43% | 30 |
|
|
2023
Q2 | $817K | Buy |
4,709
+1
| +0% | +$173 | 0.6% | 23 |
|
|
2023
Q1 | $860K | Sell |
4,708
-252
| -5% | -$46K | 0.67% | 24 |
|
|
2022
Q4 | $884K | Buy |
4,960
+505
| +11% | +$90K | 0.74% | 24 |
|
|
2022
Q3 | $756K | Hold |
4,455
| – | – | 0.79% | 28 |
|
|
2022
Q2 | $776K | Sell |
4,455
-480
| -10% | -$83.6K | 0.79% | 28 |
|
|
2022
Q1 | $1M | Sell |
4,935
-649
| -12% | -$132K | 0.98% | 23 |
|
|
2021
Q4 | $1.23M | Buy |
+5,584
| New | +$1.23M | 1.11% | 22 |
|