SS&H Financial Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,700
| Closed | -$725K | – | 123 |
|
|
2024
Q4 | $725K | Hold |
5,700
| – | – | 0.26% | 77 |
|
|
2024
Q3 | $800K | Hold |
5,700
| – | – | 0.29% | 76 |
|
|
2024
Q2 | $718K | Hold |
5,700
| – | – | 0.28% | 76 |
|
|
2024
Q1 | $847K | Hold |
5,700
| – | – | 0.35% | 67 |
|
|
2023
Q4 | $830K | Sell |
5,700
-500
| -8% | -$72.8K | 0.35% | 65 |
|
|
2023
Q3 | $925K | Buy |
+6,200
| New | +$925K | 0.43% | 55 |
|
|
2023
Q1 | $1.35M | Hold |
7,450
| – | – | 0.62% | 47 |
|
|
2022
Q4 | $1.33M | Sell |
7,450
-100
| -1% | -$17.8K | 0.63% | 49 |
|
|
2022
Q3 | $1.28M | Sell |
7,550
-500
| -6% | -$84.9K | 0.66% | 45 |
|
|
2022
Q2 | $1.4M | Buy |
8,050
+100
| +1% | +$17.4K | 0.65% | 45 |
|
|
2022
Q1 | $1.62M | Buy |
+7,950
| New | +$1.62M | 0.63% | 47 |
|