Salvus Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
3,731
-1,469
| -28% | -$148K | 0.22% | 94 |
|
|
2025
Q1 | $545K | Sell |
5,200
-1,876
| -27% | -$197K | 0.34% | 75 |
|
|
2024
Q4 | $900K | Buy |
7,076
+3,275
| +86% | +$416K | 0.57% | 49 |
|
|
2024
Q3 | $533K | Buy |
3,801
+8
| +0.2% | +$1.12K | 0.33% | 80 |
|
|
2024
Q2 | $478K | Sell |
3,793
-15
| -0.4% | -$1.89K | 0.33% | 80 |
|
|
2024
Q1 | $566K | Sell |
3,808
-1
| -0% | -$149 | 0.39% | 70 |
|
|
2023
Q4 | $555K | Sell |
3,809
-31
| -0.8% | -$4.52K | 0.39% | 70 |
|
|
2023
Q3 | $573K | Buy |
3,840
+37
| +1% | +$5.52K | 0.45% | 64 |
|
|
2023
Q2 | $660K | Buy |
3,803
+88
| +2% | +$15.3K | 0.51% | 56 |
|
|
2023
Q1 | $673K | Buy |
3,715
+78
| +2% | +$14.1K | 0.54% | 50 |
|
|
2022
Q4 | $648K | Buy |
3,637
+26
| +0.7% | +$4.63K | 0.59% | 49 |
|
|
2022
Q3 | $613K | Buy |
3,611
+147
| +4% | +$25K | 0.58% | 47 |
|
|
2022
Q2 | $603K | Sell |
3,464
-26
| -0.7% | -$4.53K | 0.54% | 48 |
|
|
2022
Q1 | $709K | Buy |
3,490
+118
| +3% | +$24K | 0.54% | 50 |
|
|
2021
Q4 | $742K | Buy |
3,372
+122
| +4% | +$26.8K | 0.54% | 44 |
|
|
2021
Q3 | $627K | Buy |
3,250
+251
| +8% | +$48.4K | 0.51% | 45 |
|
|
2021
Q2 | $576K | Sell |
2,999
-1,526
| -34% | -$293K | 0.49% | 49 |
|
|
2021
Q1 | $792K | Buy |
4,525
+246
| +6% | +$43.1K | 0.74% | 33 |
|
|
2020
Q4 | $708K | Buy |
+4,279
| New | +$708K | 0.77% | 32 |
|