LFASL
Lugano Financial Advisors SA (LFA)’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-400
| Closed | -$50.9K | – | 197 |
|
|
2024
Q4 | $50.9K | Sell |
400
-300
| -43% | -$38.1K | 0.03% | 145 |
|
|
2024
Q3 | $98.2K | Hold |
700
| – | – | 0.07% | 116 |
|
|
2024
Q2 | $88.3K | Hold |
700
| – | – | 0.07% | 112 |
|
|
2024
Q1 | $104K | Hold |
700
| – | – | 0.08% | 102 |
|
|
2023
Q4 | $102K | Sell |
700
-41
| -6% | -$5.97K | 0.08% | 88 |
|
|
2023
Q3 | $111K | Sell |
741
-700
| -49% | -$104K | 0.09% | 83 |
|
|
2023
Q2 | $250K | Buy |
+1,441
| New | +$250K | 0.17% | 64 |
|