JFS Wealth Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.8K | Buy |
424
+10
| +2% | +$1.01K | ﹤0.01% | 493 |
|
|
2025
Q1 | $43.4K | Buy |
414
+1
| +0.2% | +$105 | ﹤0.01% | 500 |
|
|
2024
Q4 | $52.5K | Sell |
413
-50
| -11% | -$6.36K | ﹤0.01% | 456 |
|
|
2024
Q3 | $65K | Sell |
463
-28
| -6% | -$3.93K | ﹤0.01% | 425 |
|
|
2024
Q2 | $61.9K | Sell |
491
-9
| -2% | -$1.14K | ﹤0.01% | 387 |
|
|
2024
Q1 | $74.4K | Sell |
500
-129
| -21% | -$19.2K | 0.01% | 369 |
|
|
2023
Q4 | $91.6K | Buy |
629
+127
| +25% | +$18.5K | 0.01% | 320 |
|
|
2023
Q3 | $74.9K | Sell |
502
-31
| -6% | -$4.63K | 0.01% | 319 |
|
|
2023
Q2 | $92.5K | Buy |
533
+19
| +4% | +$3.3K | 0.01% | 287 |
|
|
2023
Q1 | $93.1K | Buy |
514
+14
| +3% | +$2.54K | 0.01% | 283 |
|
|
2022
Q4 | $89.1K | Sell |
500
-80
| -14% | -$14.3K | 0.01% | 290 |
|
|
2022
Q3 | $98K | Buy |
580
+147
| +34% | +$24.8K | 0.01% | 285 |
|
|
2022
Q2 | $75K | Sell |
433
-67
| -13% | -$11.6K | 0.01% | 327 |
|
|
2022
Q1 | $102K | Buy |
500
+58
| +13% | +$11.8K | 0.01% | 300 |
|
|
2021
Q4 | $97K | Buy |
442
+42
| +11% | +$9.22K | 0.01% | 311 |
|
|
2021
Q3 | $77K | Buy |
+400
| New | +$77K | 0.01% | 355 |
|
|
2021
Q1 | – | Sell |
-28
| Closed | -$4K | – | 592 |
|
|
2020
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 486 |
|
|
2018
Q2 | – | Sell |
-61
| Closed | -$8K | – | 487 |
|
|
2018
Q1 | $8K | Hold |
61
| – | – | ﹤0.01% | 383 |
|
|
2017
Q4 | $9K | Buy |
+61
| New | +$9K | ﹤0.01% | 382 |
|
|
2015
Q3 | – | Sell |
-252
| Closed | -$29K | – | 499 |
|
|
2015
Q2 | $29K | Sell |
252
-2
| -0.8% | -$230 | 0.01% | 230 |
|
|
2015
Q1 | $28K | Sell |
254
-2
| -0.8% | -$220 | 0.01% | 238 |
|
|
2014
Q4 | $29K | Buy |
256
+160
| +167% | +$18.1K | ﹤0.01% | 249 |
|
|
2014
Q3 | $11K | Sell |
96
-1
| -1% | -$115 | ﹤0.01% | 327 |
|
|
2014
Q2 | $12K | Buy |
+97
| New | +$12K | ﹤0.01% | 310 |
|