Provenance Wealth 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 | – | Sell |
-10
| Closed | -$1.05K | – | 453 |
|
|
2025
Q1 | $1.05K | Sell |
10
-500
| -98% | -$52.4K | ﹤0.01% | 469 |
|
|
2024
Q4 | $64.8K | Hold |
510
| – | – | 0.01% | 213 |
|
|
2024
Q3 | $71.6K | Hold |
510
| – | – | 0.01% | 213 |
|
|
2024
Q2 | $64.3K | Hold |
510
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $75.9K | Hold |
510
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $74.3K | Hold |
510
| – | – | 0.01% | 183 |
|
|
2023
Q3 | $76.1K | Buy |
+510
| New | +$76.1K | 0.01% | 158 |
|