Ridgewood Investments’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Buy |
684
+500
| +272% | +$50.4K | 0.03% | 288 |
|
|
2025
Q1 | $19.3K | Buy |
184
+100
| +119% | +$10.5K | 0.01% | 432 |
|
|
2024
Q4 | $10.7K | Sell |
84
-10
| -11% | -$1.27K | 0.01% | 468 |
|
|
2024
Q3 | $13.2K | Sell |
94
-840
| -90% | -$118K | 0.01% | 455 |
|
|
2024
Q2 | $118K | Buy |
+934
| New | +$118K | 0.06% | 225 |
|
|
2019
Q2 | – | Sell |
-1,386
| Closed | -$227K | – | 193 |
|
|
2019
Q1 | $227K | Buy |
+1,386
| New | +$227K | 0.19% | 154 |
|
|
2018
Q3 | – | Sell |
-1,387
| Closed | -$200K | – | 170 |
|
|
2018
Q2 | $200K | Sell |
1,387
-2,230
| -62% | -$322K | 0.18% | 146 |
|
|
2018
Q1 | $490K | Sell |
3,617
-477
| -12% | -$64.6K | 0.45% | 60 |
|
|
2017
Q4 | $598K | Hold |
4,094
| – | – | 0.53% | 53 |
|
|
2017
Q3 | $541K | Sell |
4,094
-50
| -1% | -$6.61K | 0.52% | 51 |
|
|
2017
Q2 | $497K | Sell |
4,144
-42
| -1% | -$5.04K | 0.5% | 51 |
|
|
2017
Q1 | $484K | Hold |
4,186
| – | – | 0.52% | 50 |
|
|
2016
Q4 | $435K | Buy |
+4,186
| New | +$435K | 0.51% | 54 |
|