QWM
Quadcap Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
3,225
-1,149
| -26% | -$116K | 0.04% | 307 |
|
|
2025
Q1 | $458K | Sell |
4,374
-1,366
| -24% | -$143K | 0.07% | 250 |
|
|
2024
Q4 | $730K | Buy |
5,740
+2,223
| +63% | +$283K | 0.11% | 181 |
|
|
2024
Q3 | $494K | Sell |
3,517
-946
| -21% | -$133K | 0.08% | 248 |
|
|
2024
Q2 | $563K | Buy |
4,463
+1,314
| +42% | +$166K | 0.1% | 226 |
|
|
2024
Q1 | $468K | Sell |
3,149
-664
| -17% | -$98.8K | 0.11% | 216 |
|
|
2023
Q4 | $555K | Buy |
+3,813
| New | +$555K | 0.14% | 190 |
|