Laraway Financial 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 | $198K | Hold |
1,967
| – | – | 0.15% | 121 |
|
|
2025
Q1 | $206K | Sell |
1,967
-50
| -2% | -$5.24K | 0.16% | 116 |
|
|
2024
Q4 | $256K | Hold |
2,017
| – | – | 0.2% | 102 |
|
|
2024
Q3 | $283K | Hold |
2,017
| – | – | 0.23% | 97 |
|
|
2024
Q2 | $254K | Hold |
2,017
| – | – | 0.22% | 95 |
|
|
2024
Q1 | $300K | Sell |
2,017
-15
| -0.7% | -$2.23K | 0.26% | 90 |
|
|
2023
Q4 | $296K | Hold |
2,032
| – | – | 0.28% | 84 |
|
|
2023
Q3 | $303K | Hold |
2,032
| – | – | 0.32% | 79 |
|
|
2023
Q2 | $353K | Sell |
2,032
-200
| -9% | -$34.7K | 0.35% | 80 |
|
|
2023
Q1 | $404K | Sell |
2,232
-100
| -4% | -$18.1K | 0.41% | 74 |
|
|
2022
Q4 | $416K | Buy |
2,332
+2
| +0.1% | +$356 | 0.43% | 70 |
|
|
2022
Q3 | $396K | Hold |
2,330
| – | – | 0.44% | 69 |
|
|
2022
Q2 | $406K | Hold |
2,330
| – | – | 0.43% | 71 |
|
|
2022
Q1 | $474K | Hold |
2,330
| – | – | 0.43% | 73 |
|
|
2021
Q4 | $513K | Buy |
+2,330
| New | +$513K | 0.46% | 71 |
|