Spire 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 | $17.2K | Sell |
171
-2,506
| -94% | -$253K | ﹤0.01% | 1563 |
|
|
2025
Q1 | $281K | Sell |
2,677
-868
| -24% | -$91K | 0.01% | 731 |
|
|
2024
Q4 | $451K | Buy |
3,545
+1,402
| +65% | +$178K | 0.01% | 576 |
|
|
2024
Q3 | $301K | Sell |
2,143
-190
| -8% | -$26.7K | 0.01% | 639 |
|
|
2024
Q2 | $294K | Sell |
2,333
-170
| -7% | -$21.4K | 0.01% | 623 |
|
|
2024
Q1 | $372K | Sell |
2,503
-33
| -1% | -$4.91K | 0.01% | 596 |
|
|
2023
Q4 | $351K | Buy |
2,536
+284
| +13% | +$39.3K | 0.01% | 602 |
|
|
2023
Q3 | $336K | Sell |
2,252
-3,664
| -62% | -$547K | 0.01% | 571 |
|
|
2023
Q2 | $1.03M | Buy |
5,916
+3,043
| +106% | +$528K | 0.04% | 345 |
|
|
2023
Q1 | $521K | Buy |
2,873
+804
| +39% | +$146K | 0.02% | 481 |
|
|
2022
Q4 | $369K | Buy |
2,069
+12
| +0.6% | +$2.14K | 0.02% | 419 |
|
|
2022
Q3 | $349K | Sell |
2,057
-1,356
| -40% | -$230K | 0.02% | 402 |
|
|
2022
Q2 | $594K | Sell |
3,413
-41
| -1% | -$7.14K | 0.02% | 429 |
|
|
2022
Q1 | $702K | Sell |
3,454
-220
| -6% | -$44.7K | 0.02% | 476 |
|
|
2021
Q4 | $809K | Sell |
3,674
-1,998
| -35% | -$440K | 0.02% | 541 |
|
|
2021
Q3 | $1.1M | Sell |
5,672
-296
| -5% | -$57.1K | 0.03% | 394 |
|
|
2021
Q2 | $1.14M | Sell |
5,968
-2,357
| -28% | -$452K | 0.03% | 390 |
|
|
2021
Q1 | $1.37M | Buy |
+8,325
| New | +$1.37M | 0.04% | 364 |
|