Laurel Wealth Advisors (North Carolina)’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Buy |
1,311
+1,191
| +993% | +$11.8K | ﹤0.01% | 628 |
|
|
2025
Q1 | $12.6K | Hold |
120
| – | – | ﹤0.01% | 456 |
|
|
2024
Q4 | $15.3K | Hold |
120
| – | – | ﹤0.01% | 445 |
|
|
2024
Q3 | $16.8K | Hold |
120
| – | – | ﹤0.01% | 419 |
|
|
2024
Q2 | $15.1K | Sell |
120
-10
| -8% | -$1.26K | ﹤0.01% | 395 |
|
|
2024
Q1 | $19.3K | Buy |
130
+120
| +1,200% | +$17.9K | ﹤0.01% | 382 |
|
|
2023
Q4 | $1.46K | Hold |
10
| – | – | ﹤0.01% | 516 |
|
|
2023
Q3 | $1.49K | Hold |
10
| – | – | ﹤0.01% | 520 |
|
|
2023
Q2 | $1.74K | Hold |
10
| – | – | ﹤0.01% | 520 |
|
|
2023
Q1 | $1.81K | Hold |
10
| – | – | ﹤0.01% | 521 |
|
|
2022
Q4 | $1.78K | Hold |
10
| – | – | ﹤0.01% | 490 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 524 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 575 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 577 |
|
|
2021
Q3 | $2K | Sell |
10
-200
| -95% | -$40K | ﹤0.01% | 587 |
|
|
2021
Q2 | $40K | Buy |
210
+10
| +5% | +$1.91K | 0.01% | 295 |
|
|
2021
Q1 | $33K | Hold |
200
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $32K | Buy |
200
+28
| +16% | +$4.48K | 0.01% | 298 |
|
|
2020
Q3 | $24K | Hold |
172
| – | – | 0.01% | 299 |
|
|
2020
Q2 | $23K | Hold |
172
| – | – | 0.01% | 300 |
|
|
2020
Q1 | $22K | Hold |
172
| – | – | 0.01% | 284 |
|
|
2019
Q4 | $29K | Hold |
172
| – | – | 0.01% | 291 |
|
|
2019
Q3 | $28K | Hold |
172
| – | – | 0.01% | 289 |
|
|
2019
Q2 | $30K | Hold |
172
| – | – | 0.01% | 282 |
|
|
2019
Q1 | $28K | Hold |
172
| – | – | 0.01% | 279 |
|
|
2018
Q4 | $24K | Buy |
+172
| New | +$24K | 0.01% | 279 |
|