Stokes Family Office’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
3,861
-521
| -12% | -$52.5K | 0.04% | 180 |
|
|
2025
Q1 | $459K | Sell |
4,382
-2,554
| -37% | -$268K | 0.05% | 164 |
|
|
2024
Q4 | $882K | Buy |
6,936
+349
| +5% | +$44.4K | 0.09% | 127 |
|
|
2024
Q3 | $924K | Sell |
6,587
-855
| -11% | -$120K | 0.1% | 120 |
|
|
2024
Q2 | $938K | Sell |
7,442
-104
| -1% | -$13.1K | 0.11% | 120 |
|
|
2024
Q1 | $1.12M | Sell |
7,546
-73
| -1% | -$10.9K | 0.14% | 109 |
|
|
2023
Q4 | $1.11M | Sell |
7,619
-1,800
| -19% | -$262K | 0.15% | 104 |
|
|
2023
Q3 | $1.41M | Sell |
9,419
-5,984
| -39% | -$893K | 0.16% | 107 |
|
|
2023
Q2 | $2.67M | Buy |
15,403
+581
| +4% | +$101K | 0.31% | 68 |
|
|
2023
Q1 | $2.69M | Buy |
14,822
+220
| +2% | +$39.9K | 0.33% | 66 |
|
|
2022
Q4 | $2.6M | Buy |
14,602
+2,309
| +19% | +$411K | 0.33% | 68 |
|
|
2022
Q3 | $2.09M | Sell |
12,293
-235
| -2% | -$39.9K | 0.3% | 70 |
|
|
2022
Q2 | $2.18M | Sell |
12,528
-208
| -2% | -$36.2K | 0.3% | 72 |
|
|
2022
Q1 | $2.59M | Sell |
12,736
-19
| -0.1% | -$3.86K | 0.34% | 64 |
|
|
2021
Q4 | $2.81M | Buy |
12,755
+92
| +0.7% | +$20.3K | 0.35% | 60 |
|
|
2021
Q3 | $2.44M | Buy |
12,663
+10
| +0.1% | +$1.93K | 0.34% | 62 |
|
|
2021
Q2 | $2.43M | Sell |
12,653
-40
| -0.3% | -$7.67K | 0.34% | 63 |
|
|
2021
Q1 | $2.08M | Buy |
12,693
+774
| +6% | +$127K | 0.32% | 63 |
|
|
2020
Q4 | $1.89M | Buy |
11,919
+444
| +4% | +$70.5K | 0.37% | 57 |
|
|
2020
Q3 | $1.58M | Buy |
11,475
+705
| +7% | +$97.1K | 0.36% | 59 |
|
|
2020
Q2 | $1.45M | Buy |
10,770
+26
| +0.2% | +$3.49K | 0.36% | 58 |
|
|
2020
Q1 | $1.37M | Sell |
10,744
-110
| -1% | -$14K | 0.36% | 57 |
|
|
2019
Q4 | $1.83M | Buy |
+10,854
| New | +$1.83M | 0.41% | 54 |
|