Quotient Wealth Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
3,786
-74
| -2% | -$7.46K | 0.01% | 228 |
|
|
2025
Q1 | $404K | Sell |
3,860
-172
| -4% | -$18K | 0.01% | 214 |
|
|
2024
Q4 | $513K | Sell |
4,032
-567
| -12% | -$72.1K | 0.02% | 168 |
|
|
2024
Q3 | $645K | Sell |
4,599
-751
| -14% | -$105K | 0.02% | 149 |
|
|
2024
Q2 | $675K | Sell |
5,350
-5,104
| -49% | -$644K | 0.02% | 135 |
|
|
2024
Q1 | $1.55M | Sell |
10,454
-2,765
| -21% | -$411K | 0.06% | 90 |
|
|
2023
Q4 | $1.93M | Buy |
+13,219
| New | +$1.93M | 0.07% | 87 |
|