Optimist Retirement Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
19,255
+16
| +0.1% | +$1.61K | 0.93% | 39 |
|
|
2025
Q1 | $2.02M | Buy |
19,239
+10,920
| +131% | +$1.14M | 1.01% | 38 |
|
|
2024
Q4 | $1.06M | Sell |
8,319
-8,362
| -50% | -$1.06M | 0.5% | 41 |
|
|
2024
Q3 | $2.34M | Buy |
16,681
+3,193
| +24% | +$448K | 1.06% | 24 |
|
|
2024
Q2 | $1.7M | Buy |
13,488
+1,909
| +16% | +$241K | 0.89% | 41 |
|
|
2024
Q1 | $1.72M | Buy |
11,579
+4,143
| +56% | +$616K | 0.88% | 37 |
|
|
2023
Q4 | $1.08M | Buy |
+7,436
| New | +$1.08M | 0.7% | 32 |
|