Pinnacle Wealth Management Advisory 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 | $771K | Sell |
7,647
-288
| -4% | -$29K | 0.06% | 166 |
|
|
2025
Q1 | $832K | Sell |
7,935
-566
| -7% | -$59.3K | 0.08% | 149 |
|
|
2024
Q4 | $1.08M | Sell |
8,501
-563
| -6% | -$71.6K | 0.1% | 128 |
|
|
2024
Q3 | $1.27M | Sell |
9,064
-964
| -10% | -$135K | 0.12% | 116 |
|
|
2024
Q2 | $1.26M | Sell |
10,028
-722
| -7% | -$91K | 0.13% | 116 |
|
|
2024
Q1 | $1.6M | Sell |
10,750
-427
| -4% | -$63.5K | 0.17% | 95 |
|
|
2023
Q4 | $1.63M | Sell |
11,177
-988
| -8% | -$144K | 0.19% | 92 |
|
|
2023
Q3 | $1.81M | Buy |
12,165
+28
| +0.2% | +$4.18K | 0.24% | 87 |
|
|
2023
Q2 | $2.11M | Sell |
12,137
-217
| -2% | -$37.6K | 0.26% | 82 |
|
|
2023
Q1 | $2.24M | Sell |
12,354
-25
| -0.2% | -$4.53K | 0.3% | 74 |
|
|
2022
Q4 | $2.21M | Buy |
12,379
+470
| +4% | +$83.7K | 0.33% | 67 |
|
|
2022
Q3 | $2.02M | Sell |
11,909
-50
| -0.4% | -$8.49K | 0.34% | 69 |
|
|
2022
Q2 | $2.08M | Sell |
11,959
-175
| -1% | -$30.5K | 0.34% | 75 |
|
|
2022
Q1 | $2.47M | Buy |
12,134
+125
| +1% | +$25.4K | 0.36% | 69 |
|
|
2021
Q4 | $2.64M | Buy |
+12,009
| New | +$2.64M | 0.43% | 59 |
|