LP
LGL Partners’s Diageo DEO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,816
| Closed | -$231K | – | 69 |
|
2024
Q4 | $231K | Sell |
1,816
-216
| -11% | -$27.5K | 0.03% | 105 |
|
2024
Q3 | $285K | Sell |
2,032
-57
| -3% | -$8K | 0.04% | 94 |
|
2024
Q2 | $263K | Sell |
2,089
-183
| -8% | -$23.1K | 0.04% | 93 |
|
2024
Q1 | $338K | Buy |
2,272
+838
| +58% | +$125K | 0.06% | 81 |
|
2023
Q4 | $209K | Buy |
+1,434
| New | +$209K | 0.03% | 94 |
|