Sugarloaf Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.45K | Hold |
35
| – | – | ﹤0.01% | 580 |
|
|
2024
Q3 | $4.91K | Hold |
35
| – | – | ﹤0.01% | 569 |
|
|
2024
Q2 | $4.41K | Hold |
35
| – | – | ﹤0.01% | 539 |
|
|
2024
Q1 | $5.21K | Hold |
35
| – | – | ﹤0.01% | 538 |
|
|
2023
Q4 | $5.1K | Sell |
35
-34
| -49% | -$4.95K | ﹤0.01% | 545 |
|
|
2023
Q3 | $10.2K | Hold |
69
| – | – | ﹤0.01% | 462 |
|
|
2023
Q2 | $11.9K | Buy |
69
+1
| +1% | +$173 | ﹤0.01% | 454 |
|
|
2023
Q1 | $12.4K | Sell |
68
-2
| -3% | -$365 | ﹤0.01% | 448 |
|
|
2022
Q4 | $12.5K | Buy |
70
+2
| +3% | +$358 | ﹤0.01% | 469 |
|
|
2022
Q3 | $12K | Buy |
68
+33
| +94% | +$5.82K | ﹤0.01% | 489 |
|
|
2022
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 569 |
|
|
2022
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 515 |
|
|
2021
Q4 | $8K | Hold |
35
| – | – | ﹤0.01% | 528 |
|
|
2021
Q3 | $7K | Hold |
35
| – | – | ﹤0.01% | 550 |
|
|
2021
Q2 | $7K | Hold |
35
| – | – | ﹤0.01% | 549 |
|
|
2021
Q1 | $6 | Hold |
35
| – | – | ﹤0.01% | 563 |
|
|
2020
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 521 |
|
|
2020
Q3 | $5K | Hold |
35
| – | – | ﹤0.01% | 513 |
|
|
2020
Q2 | $5K | Hold |
35
| – | – | ﹤0.01% | 516 |
|
|
2020
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 533 |
|
|
2019
Q4 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 511 |
|