PFG Investments’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Sell |
2,544
-151
| -6% | -$15.2K | 0.02% | 803 |
|
|
2025
Q1 | $282K | Sell |
2,695
-33
| -1% | -$3.46K | 0.02% | 735 |
|
|
2024
Q4 | $347K | Sell |
2,728
-422
| -13% | -$53.6K | 0.02% | 644 |
|
|
2024
Q3 | $442K | Buy |
3,150
+634
| +25% | +$89K | 0.03% | 541 |
|
|
2024
Q2 | $317K | Buy |
2,516
+83
| +3% | +$10.5K | 0.02% | 627 |
|
|
2024
Q1 | $362K | Buy |
+2,433
| New | +$362K | 0.02% | 663 |
|