MA
MONECO Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,769
| Closed | -$225K | – | 462 |
|
|
2024
Q4 | $225K | Buy |
+1,769
| New | +$225K | 0.02% | 430 |
|
|
2024
Q2 | – | Sell |
-1,539
| Closed | -$229K | – | 424 |
|
|
2024
Q1 | $229K | Sell |
1,539
-88
| -5% | -$13.1K | 0.04% | 375 |
|
|
2023
Q4 | $237K | Buy |
1,627
+175
| +12% | +$25.5K | 0.05% | 331 |
|
|
2023
Q3 | $217K | Buy |
1,452
+11
| +0.8% | +$1.64K | 0.06% | 306 |
|
|
2023
Q2 | $250K | Buy |
1,441
+48
| +3% | +$8.33K | 0.07% | 284 |
|
|
2023
Q1 | $252K | Buy |
1,393
+102
| +8% | +$18.5K | 0.07% | 269 |
|
|
2022
Q4 | $230K | Sell |
1,291
-7
| -0.5% | -$1.25K | 0.08% | 231 |
|
|
2022
Q3 | $220K | Hold |
1,298
| – | – | 0.09% | 224 |
|
|
2022
Q2 | $226K | Buy |
+1,298
| New | +$226K | 0.09% | 222 |
|