Philip James Wealth Mangement’s Diageo DEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.34M	Buy	33,107 +14,895	+82%	+$1.5M	0.43%	51
2025 Q1	$1.91M	Buy	+18,212	New	+$1.91M	0.23%	60
2024 Q1	–	Sell	-1,462	Closed	-$213K	–	80
2023 Q4	$213K	Buy	+1,462	New	+$213K	0.16%	71