KWMG
King Wealth Management Group’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,069
| Closed | -$217K | – | 164 |
|
|
2022
Q1 | $217K | Hold |
1,069
| – | – | 0.04% | 161 |
|
|
2021
Q4 | $235K | Hold |
1,069
| – | – | 0.04% | 154 |
|
|
2021
Q3 | $206K | Sell |
1,069
-47
| -4% | -$9.06K | 0.04% | 164 |
|
|
2021
Q2 | $214K | Buy |
+1,116
| New | +$214K | 0.04% | 161 |
|
|
2019
Q3 | – | Sell |
-1,248
| Closed | -$215K | – | 144 |
|
|
2019
Q2 | $215K | Hold |
1,248
| – | – | 0.06% | 128 |
|
|
2019
Q1 | $204K | Buy |
+1,248
| New | +$204K | 0.06% | 130 |
|
|
2015
Q1 | – | Sell |
-2,170
| Closed | -$247K | – | 105 |
|
|
2014
Q4 | $247K | Sell |
2,170
-9,929
| -82% | -$1.13M | 0.13% | 101 |
|
|
2014
Q3 | $1.4M | Sell |
12,099
-16,784
| -58% | -$1.94M | 0.88% | 29 |
|
|
2014
Q2 | $3.64M | Buy |
28,883
+42
| +0.1% | +$5.3K | 2.24% | 10 |
|
|
2014
Q1 | $3.59M | Sell |
28,841
-8,682
| -23% | -$1.08M | 2.48% | 10 |
|
|
2013
Q4 | $4.97M | Sell |
37,523
-112
| -0.3% | -$14.8K | 2.84% | 7 |
|
|
2013
Q3 | $4.78M | Sell |
37,635
-1,205
| -3% | -$153K | 3.11% | 7 |
|
|
2013
Q2 | $4.46M | Buy |
+38,840
| New | +$4.46M | 3.09% | 7 |
|