Louisbourg Investments’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,826
| Closed | -$1.38M | – | 184 |
|
|
2024
Q4 | $1.38M | Hold |
10,826
| – | – | 0.36% | 74 |
|
|
2024
Q3 | $1.52M | Sell |
10,826
-4,600
| -30% | -$646K | 0.38% | 71 |
|
|
2024
Q2 | $1.94M | Buy |
15,426
+1,400
| +10% | +$177K | 0.54% | 65 |
|
|
2024
Q1 | $2.09M | Buy |
14,026
+1,458
| +12% | +$217K | 0.58% | 57 |
|
|
2023
Q4 | $1.83M | Buy |
+12,568
| New | +$1.83M | 0.55% | 59 |
|