KPP Advisory Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,791
| Closed | -$251K | – | 263 |
|
|
2024
Q3 | $251K | Sell |
1,791
-605
| -25% | -$84.9K | 0.06% | 216 |
|
|
2024
Q2 | $302K | Sell |
2,396
-271
| -10% | -$34.2K | 0.08% | 184 |
|
|
2024
Q1 | $397K | Sell |
2,667
-198
| -7% | -$29.4K | 0.11% | 150 |
|
|
2023
Q4 | $417K | Buy |
2,865
+1,482
| +107% | +$216K | 0.37% | 69 |
|
|
2023
Q3 | $206K | Buy |
+1,383
| New | +$206K | 0.07% | 200 |
|