Legacy Capital Wealth Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
2,939
-481
| -14% | -$48.5K | 0.07% | 302 |
|
|
2025
Q1 | $358K | Buy |
3,420
+1,120
| +49% | +$117K | 0.09% | 252 |
|
|
2024
Q4 | $292K | Sell |
2,300
-3,342
| -59% | -$425K | 0.07% | 275 |
|
|
2024
Q3 | $792K | Buy |
5,642
+2,866
| +103% | +$402K | 0.16% | 128 |
|
|
2024
Q2 | $350K | Buy |
+2,776
| New | +$350K | 0.09% | 214 |
|
|
2024
Q1 | – | Sell |
-1,641
| Closed | -$239K | – | 168 |
|
|
2023
Q4 | $239K | Sell |
1,641
-428
| -21% | -$62.3K | 0.07% | 252 |
|
|
2023
Q3 | $309K | Buy |
+2,069
| New | +$309K | 0.08% | 209 |
|
|
2023
Q2 | – | Sell |
-1,600
| Closed | -$290K | – | 88 |
|
|
2023
Q1 | $290K | Buy |
+1,600
| New | +$290K | 0.08% | 196 |
|