Legacy Capital Group California’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $323K | Buy |
3,201
+186
| +6% | +$18.8K | 0.09% | 252 |
|
|
2025
Q1 | $316K | Buy |
3,015
+279
| +10% | +$29.2K | 0.11% | 218 |
|
|
2024
Q4 | $348K | Buy |
2,736
+271
| +11% | +$34.5K | 0.11% | 223 |
|
|
2024
Q3 | $346K | Buy |
2,465
+358
| +17% | +$50.2K | 0.12% | 207 |
|
|
2024
Q2 | $266K | Buy |
2,107
+531
| +34% | +$66.9K | 0.1% | 252 |
|
|
2024
Q1 | $234K | Buy |
1,576
+111
| +8% | +$16.5K | 0.09% | 271 |
|
|
2023
Q4 | $213K | Buy |
+1,465
| New | +$213K | 0.08% | 266 |
|