Personal CFO Solutions’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
3,980
-254
| -6% | -$25.6K | 0.07% | 261 |
|
|
2025
Q1 | $444K | Sell |
4,234
-42
| -1% | -$4.4K | 0.09% | 232 |
|
|
2024
Q4 | $544K | Buy |
4,276
+2,833
| +196% | +$360K | 0.11% | 190 |
|
|
2024
Q3 | $203K | Buy |
+1,443
| New | +$203K | 0.03% | 535 |
|
|
2024
Q2 | – | Sell |
-1,402
| Closed | -$209K | – | 548 |
|
|
2024
Q1 | $209K | Buy |
+1,402
| New | +$209K | 0.03% | 512 |
|
|
2023
Q1 | – | Sell |
-1,917
| Closed | -$342K | – | 480 |
|
|
2022
Q4 | $342K | Sell |
1,917
-165
| -8% | -$29.4K | 0.07% | 266 |
|
|
2022
Q3 | $353K | Sell |
2,082
-240
| -10% | -$40.7K | 0.09% | 220 |
|
|
2022
Q2 | $404K | Buy |
2,322
+13
| +0.6% | +$2.26K | 0.09% | 196 |
|
|
2022
Q1 | $469K | Buy |
2,309
+253
| +12% | +$51.4K | 0.09% | 212 |
|
|
2021
Q4 | $453K | Buy |
2,056
+68
| +3% | +$15K | 0.08% | 216 |
|
|
2021
Q3 | $384K | Buy |
+1,988
| New | +$384K | 0.08% | 226 |
|
|
2020
Q1 | – | Sell |
-1,488
| Closed | -$251K | – | 299 |
|
|
2019
Q4 | $251K | Buy |
1,488
+3
| +0.2% | +$506 | 0.07% | 260 |
|
|
2019
Q3 | $243K | Buy |
+1,485
| New | +$243K | 0.1% | 238 |
|