Planning Capital Management Corporation’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$12.6K Sell
90
-174
-66% -$24.3K 0.01% 404
2024
Q2
$33.3K Hold
264
0.02% 226
2024
Q1
$39.3K Sell
264
-69
-21% -$10.3K 0.03% 208
2023
Q4
$48.5K Buy
+333
New +$48.5K 0.04% 196