Janiczek 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 | $58.8K | Buy |
466
+387
| +490% | +$48.8K | 0.01% | 378 |
|
|
2024
Q1 | $11.9K | Sell |
79
-175
| -69% | -$26.3K | ﹤0.01% | 650 |
|
|
2023
Q4 | $37K | Sell |
254
-18
| -7% | -$2.62K | 0.01% | 443 |
|
|
2023
Q3 | $41.2K | Hold |
272
| – | – | 0.01% | 389 |
|
|
2023
Q2 | $47.2K | Hold |
272
| – | – | 0.01% | 328 |
|
|
2023
Q1 | $50.9K | Hold |
272
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $49.1K | Sell |
272
-39
| -13% | -$7.04K | 0.01% | 322 |
|
|
2022
Q3 | $52K | Sell |
311
-17
| -5% | -$2.84K | 0.02% | 296 |
|
|
2022
Q2 | $63K | Buy |
328
+264
| +413% | +$50.7K | 0.02% | 271 |
|
|
2022
Q1 | $13K | Buy |
64
+7
| +12% | +$1.42K | ﹤0.01% | 524 |
|
|
2021
Q4 | $13K | Hold |
57
| – | – | ﹤0.01% | 552 |
|
|
2021
Q3 | $11K | Buy |
57
+6
| +12% | +$1.16K | ﹤0.01% | 554 |
|
|
2021
Q2 | $10K | Hold |
51
| – | – | ﹤0.01% | 548 |
|
|
2021
Q1 | $8K | Buy |
51
+14
| +38% | +$2.2K | ﹤0.01% | 568 |
|
|
2020
Q4 | $6K | Buy |
+37
| New | +$6K | ﹤0.01% | 550 |
|
|
2020
Q3 | – | Sell |
-15
| Closed | -$2K | – | 659 |
|
|
2020
Q2 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 276 |
|