Poehling Capital Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.65M | Buy |
56,028
+798
| +1% | +$80.5K | 1.32% | 24 |
|
|
2025
Q1 | $5.79M | Buy |
55,230
+1,204
| +2% | +$126K | 1.46% | 19 |
|
|
2024
Q4 | $6.87M | Buy |
54,026
+3,622
| +7% | +$460K | 1.69% | 18 |
|
|
2024
Q3 | $7.07M | Buy |
50,404
+17,408
| +53% | +$2.44M | 1.81% | 15 |
|
|
2024
Q2 | $4.16M | Buy |
32,996
+1,246
| +4% | +$157K | 1.14% | 25 |
|
|
2024
Q1 | $4.72M | Buy |
31,750
+13,061
| +70% | +$1.94M | 1.27% | 25 |
|
|
2023
Q4 | $2.72M | Buy |
+18,689
| New | +$2.72M | 0.86% | 38 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$54K | – | 304 |
|
|
2018
Q1 | $54K | Hold |
400
| – | – | 0.04% | 137 |
|
|
2017
Q4 | $58K | Buy |
+400
| New | +$58K | 0.05% | 134 |
|