Pinnacle Wealth Planning Services’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
3,610
+1,167
| +48% | +$118K | 0.05% | 253 |
|
|
2025
Q1 | $256K | Buy |
2,443
+76
| +3% | +$7.96K | 0.04% | 299 |
|
|
2024
Q4 | $301K | Sell |
2,367
-1,044
| -31% | -$133K | 0.05% | 249 |
|
|
2024
Q3 | $479K | Buy |
3,411
+536
| +19% | +$75.2K | 0.07% | 199 |
|
|
2024
Q2 | $362K | Sell |
2,875
-685
| -19% | -$86.4K | 0.05% | 239 |
|
|
2024
Q1 | $530K | Buy |
3,560
+385
| +12% | +$57.3K | 0.08% | 176 |
|
|
2023
Q4 | $462K | Buy |
3,175
+417
| +15% | +$60.7K | 0.07% | 187 |
|
|
2023
Q3 | $411K | Sell |
2,758
-33
| -1% | -$4.92K | 0.07% | 193 |
|
|
2023
Q2 | $484K | Buy |
2,791
+472
| +20% | +$81.9K | 0.08% | 171 |
|
|
2023
Q1 | $420K | Buy |
2,319
+609
| +36% | +$110K | 0.07% | 200 |
|
|
2022
Q4 | $305K | Sell |
1,710
-280
| -14% | -$49.9K | 0.05% | 261 |
|
|
2022
Q3 | $338K | Buy |
1,990
+24
| +1% | +$4.08K | 0.06% | 206 |
|
|
2022
Q2 | $342K | Buy |
1,966
+34
| +2% | +$5.92K | 0.06% | 216 |
|
|
2022
Q1 | $392K | Buy |
1,932
+227
| +13% | +$46.1K | 0.07% | 210 |
|
|
2021
Q4 | $375K | Buy |
1,705
+59
| +4% | +$13K | 0.07% | 215 |
|
|
2021
Q3 | $318K | Buy |
1,646
+17
| +1% | +$3.28K | 0.07% | 232 |
|
|
2021
Q2 | $312K | Buy |
1,629
+37
| +2% | +$7.09K | 0.07% | 217 |
|
|
2021
Q1 | $261K | Buy |
1,592
+163
| +11% | +$26.7K | 0.07% | 234 |
|
|
2020
Q4 | $227K | Buy |
+1,429
| New | +$227K | 0.05% | 249 |
|
|
2018
Q4 | – | Sell |
-2,324
| Closed | -$330K | – | 158 |
|
|
2018
Q3 | $330K | Buy |
2,324
+36
| +2% | +$5.11K | 0.3% | 108 |
|
|
2018
Q2 | $330K | Sell |
2,288
-31
| -1% | -$4.47K | 0.32% | 102 |
|
|
2018
Q1 | $314K | Buy |
2,319
+1,868
| +414% | +$253K | 0.32% | 108 |
|
|
2017
Q4 | $66K | Buy |
+451
| New | +$66K | 0.13% | 117 |
|