Marks Group Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,041
| Closed | -$452K | – | 292 |
|
|
2024
Q1 | $452K | Sell |
3,041
-1,167
| -28% | -$174K | 0.05% | 227 |
|
|
2023
Q4 | $613K | Sell |
4,208
-320
| -7% | -$46.6K | 0.07% | 201 |
|
|
2023
Q3 | $675K | Sell |
4,528
-642
| -12% | -$95.8K | 0.08% | 187 |
|
|
2023
Q2 | $897K | Sell |
5,170
-75
| -1% | -$13K | 0.11% | 169 |
|
|
2023
Q1 | $950K | Sell |
5,245
-112
| -2% | -$20.3K | 0.12% | 165 |
|
|
2022
Q4 | $955K | Sell |
5,357
-386
| -7% | -$68.8K | 0.13% | 162 |
|
|
2022
Q3 | $975K | Sell |
5,743
-2,481
| -30% | -$421K | 0.15% | 154 |
|
|
2022
Q2 | $1.43M | Buy |
8,224
+26
| +0.3% | +$4.53K | 0.21% | 133 |
|
|
2022
Q1 | $1.67M | Buy |
8,198
+1,738
| +27% | +$353K | 0.21% | 120 |
|
|
2021
Q4 | $1.43M | Buy |
6,460
+2,820
| +77% | +$625K | 0.17% | 132 |
|
|
2021
Q3 | $701K | Buy |
3,640
+2,115
| +139% | +$407K | 0.09% | 181 |
|
|
2021
Q2 | $290K | Buy |
1,525
+215
| +16% | +$40.9K | 0.04% | 219 |
|
|
2021
Q1 | $217K | Buy |
+1,310
| New | +$217K | 0.03% | 231 |
|