Mount Yale Investment Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
5,416
+1,076
| +25% | +$109K | 0.04% | 323 |
|
|
2025
Q1 | $455K | Buy |
4,340
+2,077
| +92% | +$218K | 0.04% | 346 |
|
|
2024
Q4 | $288K | Sell |
2,263
-1,984
| -47% | -$252K | 0.02% | 452 |
|
|
2024
Q3 | $596K | Sell |
4,247
-104
| -2% | -$14.6K | 0.06% | 306 |
|
|
2024
Q2 | $549K | Buy |
4,351
+941
| +28% | +$119K | 0.04% | 326 |
|
|
2024
Q1 | $507K | Buy |
3,410
+1,282
| +60% | +$191K | 0.04% | 346 |
|
|
2023
Q4 | $310K | Sell |
2,128
-243
| -10% | -$35.4K | 0.03% | 405 |
|
|
2023
Q3 | $354K | Buy |
2,371
+139
| +6% | +$20.7K | 0.04% | 363 |
|
|
2023
Q2 | $387K | Buy |
2,232
+169
| +8% | +$29.3K | 0.04% | 343 |
|
|
2023
Q1 | $374K | Buy |
+2,063
| New | +$374K | 0.04% | 341 |
|
|
2018
Q4 | – | Sell |
-140
| Closed | -$20K | – | 427 |
|
|
2018
Q3 | $20K | Hold |
140
| – | – | ﹤0.01% | 781 |
|
|
2018
Q2 | $20K | Hold |
140
| – | – | ﹤0.01% | 786 |
|
|
2018
Q1 | $19K | Buy |
+140
| New | +$19K | ﹤0.01% | 775 |
|