PS
Planned Solutions’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-175
| Closed | -$24.6K | – | 234 |
|
|
2024
Q3 | $24.6K | Buy |
+175
| New | +$24.6K | 0.01% | 368 |
|
|
2024
Q1 | – | Sell |
-185
| Closed | -$26.9K | – | 199 |
|
|
2023
Q4 | $26.9K | Buy |
+185
| New | +$26.9K | 0.01% | 350 |
|
|
2021
Q1 | – | Sell |
-635
| Closed | -$101K | – | 144 |
|
|
2020
Q4 | $101K | Hold |
635
| – | – | 0.08% | 97 |
|
|
2020
Q3 | $87K | Buy |
+635
| New | +$87K | 0.09% | 87 |
|