Resonant Capital Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,624
| Closed | -$206K | – | 373 |
|
|
2024
Q4 | $206K | Buy |
1,624
+107
| +7% | +$13.6K | 0.02% | 336 |
|
|
2024
Q3 | $217K | Buy |
+1,517
| New | +$217K | 0.02% | 330 |
|
|
2024
Q2 | – | Sell |
-1,632
| Closed | -$245K | – | 341 |
|
|
2024
Q1 | $245K | Buy |
1,632
+199
| +14% | +$29.9K | 0.02% | 300 |
|
|
2023
Q4 | $209K | Sell |
1,433
-107
| -7% | -$15.6K | 0.02% | 275 |
|
|
2023
Q3 | $234K | Buy |
1,540
+78
| +5% | +$11.8K | 0.02% | 245 |
|
|
2023
Q2 | $254K | Hold |
1,462
| – | – | 0.03% | 229 |
|
|
2023
Q1 | $267K | Sell |
1,462
-245
| -14% | -$44.8K | 0.03% | 218 |
|
|
2022
Q4 | $304K | Buy |
1,707
+145
| +9% | +$25.8K | 0.04% | 212 |
|
|
2022
Q3 | $269K | Buy |
1,562
+100
| +7% | +$17.2K | 0.04% | 194 |
|
|
2022
Q2 | $255K | Buy |
1,462
+118
| +9% | +$20.6K | 0.04% | 208 |
|
|
2022
Q1 | $278K | Buy |
+1,344
| New | +$278K | 0.04% | 185 |
|