SWM
Scissortail Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,326
| Closed | -$481K | – | 146 |
|
|
2023
Q4 | $481K | Buy |
+3,326
| New | +$481K | 0.15% | 106 |
|
|
2023
Q1 | – | Sell |
-3,350
| Closed | -$573K | – | 63 |
|
|
2022
Q4 | $573K | Buy |
+3,350
| New | +$573K | 0.33% | 63 |
|
|
2022
Q3 | – | Sell |
-670
| Closed | -$147K | – | 97 |
|
|
2022
Q2 | $147K | Buy |
+670
| New | +$147K | 0.06% | 107 |
|
|
2022
Q1 | – | Sell |
-670
| Closed | -$147K | – | 99 |
|
|
2021
Q4 | $147K | Buy |
+670
| New | +$147K | 0.06% | 107 |
|