Sage Investment Counsel’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$353K Buy
3,500
+1,300
+59% +$131K 0.41% 69
2025
Q1
$231K Buy
+2,200
New +$231K 0.29% 93