OWA
Opal Wealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3K | Sell |
211
-74
| -26% | -$7.48K | 0.01% | 557 |
|
|
2025
Q1 | $29.9K | Buy |
+285
| New | +$29.9K | 0.01% | 444 |
|
|
2024
Q3 | – | Sell |
-349
| Closed | -$44K | – | 431 |
|
|
2024
Q2 | $44K | Buy |
+349
| New | +$44K | 0.01% | 372 |
|
|
2023
Q3 | – | Sell |
-1,296
| Closed | -$225K | – | 145 |
|
|
2023
Q2 | $225K | Sell |
1,296
-11
| -0.8% | -$1.91K | 0.11% | 128 |
|
|
2023
Q1 | $237K | Buy |
1,307
+164
| +14% | +$29.7K | 0.14% | 98 |
|
|
2022
Q4 | $204K | Sell |
1,143
-71
| -6% | -$12.7K | 0.11% | 118 |
|
|
2022
Q3 | $206K | Buy |
1,214
+6
| +0.5% | +$1.02K | 0.15% | 95 |
|
|
2022
Q2 | $210K | Buy |
1,208
+15
| +1% | +$2.61K | 0.14% | 99 |
|
|
2022
Q1 | $242K | Buy |
1,193
+99
| +9% | +$20.1K | 0.21% | 81 |
|
|
2021
Q4 | $241K | Buy |
+1,094
| New | +$241K | 0.15% | 102 |
|