Strategic Wealth Partners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1K | Buy |
+140
| New | +$14.1K | ﹤0.01% | 722 |
|
|
2022
Q1 | – | Sell |
-1,035
| Closed | -$228K | – | 263 |
|
|
2021
Q4 | $228K | Buy |
+1,035
| New | +$228K | 0.04% | 258 |
|
|
2019
Q4 | – | Sell |
-375
| Closed | -$61 | – | 211 |
|
|
2019
Q3 | $61 | Sell |
375
-202
| -35% | -$33 | ﹤0.01% | 291 |
|
|
2019
Q2 | $99K | Sell |
577
-205
| -26% | -$35.2K | 0.05% | 181 |
|
|
2019
Q1 | $127K | Buy |
782
+140
| +22% | +$22.7K | 0.06% | 164 |
|
|
2018
Q4 | $93K | Sell |
642
-40
| -6% | -$5.79K | 0.05% | 181 |
|
|
2018
Q3 | $97K | Hold |
682
| – | – | 0.05% | 182 |
|
|
2018
Q2 | $98K | Hold |
682
| – | – | 0.06% | 196 |
|
|
2018
Q1 | $92K | Sell |
682
-85
| -11% | -$11.5K | 0.05% | 202 |
|
|
2017
Q4 | $104K | Buy |
+767
| New | +$104K | 0.06% | 178 |
|