Marshall Financial Group (Maryland)’s Diageo DEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,355	Closed	-$570K	–	174
2022 Q3	$570K	Buy	3,355 +237	+8%	+$40.3K	0.24%	125
2022 Q2	$543K	Sell	3,118 -2,065	-40%	-$360K	0.22%	132
2022 Q1	$1.05M	Buy	5,183 +361	+7%	+$73.3K	0.43%	83
2021 Q4	$1.06M	Buy	+4,822	New	+$1.06M	0.39%	90