Plante Moran Financial Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13K | Hold |
41
| – | – | ﹤0.01% | 639 |
|
|
2025
Q1 | $4.3K | Hold |
41
| – | – | ﹤0.01% | 652 |
|
|
2024
Q4 | $5.21K | Hold |
41
| – | – | ﹤0.01% | 684 |
|
|
2024
Q3 | $5.75K | Hold |
41
| – | – | ﹤0.01% | 670 |
|
|
2024
Q2 | $5.17K | Sell |
41
-25
| -38% | -$3.15K | ﹤0.01% | 650 |
|
|
2024
Q1 | $9.82K | Sell |
66
-275
| -81% | -$40.9K | ﹤0.01% | 605 |
|
|
2023
Q4 | $49.7K | Hold |
341
| – | – | 0.01% | 321 |
|
|
2023
Q3 | $50.9K | Buy |
341
+36
| +12% | +$5.37K | 0.01% | 289 |
|
|
2023
Q2 | $52.9K | Hold |
305
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $55.3K | Sell |
305
-19
| -6% | -$3.44K | 0.01% | 279 |
|
|
2022
Q4 | $57.7K | Buy |
324
+19
| +6% | +$3.39K | 0.01% | 289 |
|
|
2022
Q3 | $52K | Sell |
305
-28
| -8% | -$4.77K | 0.01% | 298 |
|
|
2022
Q2 | $58K | Buy |
333
+28
| +9% | +$4.88K | 0.01% | 289 |
|
|
2022
Q1 | $62K | Sell |
305
-29
| -9% | -$5.9K | 0.01% | 299 |
|
|
2021
Q4 | $74K | Buy |
334
+29
| +10% | +$6.43K | 0.01% | 293 |
|
|
2021
Q3 | $59K | Hold |
305
| – | – | 0.01% | 355 |
|
|
2021
Q2 | $58K | Hold |
305
| – | – | 0.01% | 336 |
|
|
2021
Q1 | $50K | Sell |
305
-345
| -53% | -$56.6K | 0.01% | 364 |
|
|
2020
Q4 | $103K | Sell |
650
-30
| -4% | -$4.75K | 0.03% | 247 |
|
|
2020
Q3 | $94K | Buy |
680
+30
| +5% | +$4.15K | 0.03% | 244 |
|
|
2020
Q2 | $87K | Hold |
650
| – | – | 0.03% | 227 |
|
|
2020
Q1 | $83K | Sell |
650
-200
| -24% | -$25.5K | 0.04% | 208 |
|
|
2019
Q4 | $143K | Sell |
850
-59
| -6% | -$9.93K | 0.05% | 199 |
|
|
2019
Q3 | $149K | Sell |
909
-10
| -1% | -$1.64K | 0.04% | 197 |
|
|
2019
Q2 | $158K | Sell |
919
-32
| -3% | -$5.5K | 0.05% | 181 |
|
|
2019
Q1 | $156K | Buy |
951
+12
| +1% | +$1.97K | 0.05% | 176 |
|
|
2018
Q4 | $133K | Buy |
939
+550
| +141% | +$77.9K | 0.05% | 169 |
|
|
2018
Q3 | $55K | Sell |
389
-1,972
| -84% | -$279K | 0.02% | 276 |
|
|
2018
Q2 | $340K | Buy |
2,361
+1,698
| +256% | +$245K | 0.17% | 97 |
|
|
2018
Q1 | $90K | Buy |
663
+71
| +12% | +$9.64K | 0.05% | 249 |
|
|
2017
Q4 | $86K | Buy |
592
+258
| +77% | +$37.5K | 0.05% | 245 |
|
|
2017
Q3 | $44K | Sell |
334
-11
| -3% | -$1.45K | 0.03% | 329 |
|
|
2017
Q2 | $41K | Sell |
345
-57
| -14% | -$6.77K | 0.03% | 357 |
|
|
2017
Q1 | $46K | Sell |
402
-132
| -25% | -$15.1K | 0.03% | 332 |
|
|
2016
Q4 | $56K | Buy |
534
+327
| +158% | +$34.3K | 0.03% | 307 |
|
|
2016
Q3 | $24K | Buy |
207
+14
| +7% | +$1.62K | 0.02% | 453 |
|
|
2016
Q2 | $22K | Buy |
193
+43
| +29% | +$4.9K | 0.02% | 409 |
|
|
2016
Q1 | $16K | Sell |
150
-21
| -12% | -$2.24K | 0.01% | 408 |
|
|
2015
Q4 | $19K | Buy |
171
+21
| +14% | +$2.33K | 0.01% | 456 |
|
|
2015
Q3 | $16K | Hold |
150
| – | – | 0.01% | 411 |
|
|
2015
Q2 | $17K | Hold |
150
| – | – | 0.01% | 440 |
|
|
2015
Q1 | $17K | Hold |
150
| – | – | 0.01% | 430 |
|
|
2014
Q4 | $17K | Buy |
+150
| New | +$17K | 0.01% | 428 |
|
|
2014
Q3 | – | Sell |
-81
| Closed | -$10K | – | 797 |
|
|
2014
Q2 | $10K | Buy |
81
+72
| +800% | +$8.89K | 0.01% | 530 |
|
|
2014
Q1 | $1K | Sell |
9
-970
| -99% | -$108K | ﹤0.01% | 578 |
|
|
2013
Q4 | $130K | Buy |
979
+765
| +357% | +$102K | 0.07% | 122 |
|
|
2013
Q3 | $27K | Buy |
+214
| New | +$27K | 0.02% | 251 |
|