Oregon Pacific Wealth Management’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
2,917
-114
-4% -$11.5K 0.28% 93
2025
Q1
$318K Buy
3,031
+330
+12% +$34.6K 0.32% 90
2024
Q4
$343K Buy
+2,701
New +$343K 0.34% 80