Portside Wealth Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
5,172
+215
| +4% | +$21.7K | 0.08% | 235 |
|
|
2025
Q1 | $519K | Buy |
4,957
+320
| +7% | +$33.5K | 0.08% | 219 |
|
|
2024
Q4 | $590K | Sell |
4,637
-168
| -3% | -$21.4K | 0.1% | 204 |
|
|
2024
Q3 | $674K | Buy |
4,805
+9
| +0.2% | +$1.26K | 0.12% | 185 |
|
|
2024
Q2 | $605K | Sell |
4,796
-754
| -14% | -$95.1K | 0.12% | 181 |
|
|
2024
Q1 | $826K | Sell |
5,550
-721
| -11% | -$107K | 0.15% | 152 |
|
|
2023
Q4 | $913K | Buy |
6,271
+3,918
| +167% | +$571K | 0.17% | 135 |
|
|
2023
Q3 | $349K | Sell |
2,353
-44
| -2% | -$6.53K | 0.07% | 235 |
|
|
2023
Q2 | $416K | Buy |
+2,397
| New | +$416K | 0.08% | 214 |
|