Rothschild Investment LLC’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Sell |
155
-52
| -25% | -$5.24K | ﹤0.01% | 1083 |
|
|
2025
Q1 | $21.7K | Sell |
207
-518
| -71% | -$54.3K | ﹤0.01% | 980 |
|
|
2024
Q4 | $92.2K | Sell |
725
-36
| -5% | -$4.58K | 0.01% | 659 |
|
|
2024
Q3 | $107K | Sell |
761
-30
| -4% | -$4.21K | 0.01% | 634 |
|
|
2024
Q2 | $99.7K | Buy |
791
+180
| +29% | +$22.7K | 0.01% | 620 |
|
|
2024
Q1 | $90.9K | Buy |
611
+38
| +7% | +$5.65K | 0.01% | 613 |
|
|
2023
Q4 | $83.5K | Buy |
+573
| New | +$83.5K | 0.01% | 568 |
|