Naviter Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
11,658
-652
| -5% | -$65.7K | 0.14% | 151 |
|
|
2025
Q1 | $1.32M | Sell |
12,310
-432
| -3% | -$46.2K | 0.16% | 153 |
|
|
2024
Q4 | $1.62M | Buy |
12,742
+1,198
| +10% | +$152K | 0.2% | 134 |
|
|
2024
Q3 | $1.64M | Sell |
11,544
-930
| -7% | -$132K | 0.23% | 126 |
|
|
2024
Q2 | $1.57M | Buy |
12,474
+232
| +2% | +$29.3K | 0.23% | 120 |
|
|
2024
Q1 | $1.84M | Buy |
12,242
+4,166
| +52% | +$626K | 0.3% | 96 |
|
|
2023
Q4 | $1.18M | Sell |
8,076
-235
| -3% | -$34.2K | 0.24% | 115 |
|
|
2023
Q3 | $1.26M | Buy |
8,311
+92
| +1% | +$14K | 0.3% | 82 |
|
|
2023
Q2 | $1.43M | Buy |
8,219
+943
| +13% | +$164K | 0.36% | 71 |
|
|
2023
Q1 | $1.33M | Buy |
7,276
+665
| +10% | +$121K | 0.46% | 51 |
|
|
2022
Q4 | $1.22M | Buy |
6,611
+526
| +9% | +$96.9K | 0.33% | 70 |
|
|
2022
Q3 | $1.05M | Buy |
6,085
+259
| +4% | +$44.6K | 0.43% | 48 |
|
|
2022
Q2 | $1.01M | Buy |
+5,826
| New | +$1.01M | 0.42% | 52 |
|