Oakwell Private Wealth Management’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,304
Closed -$945K 62
2022
Q4
$945K Buy
5,304
+134
+3% +$23.9K 0.45% 30
2022
Q3
$878K Buy
+5,170
New +$878K 0.49% 30