Toth Financial Advisory’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 |
-10
| Closed | -$1.27K | – | 719 |
|
|
2024
Q4 | $1.27K | Buy |
+10
| New | +$1.27K | ﹤0.01% | 636 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$1.49K | – | 761 |
|
|
2024
Q1 | $1.49K | Hold |
10
| – | – | ﹤0.01% | 641 |
|
|
2023
Q4 | $1.46K | Buy |
+10
| New | +$1.46K | ﹤0.01% | 653 |
|
|
2023
Q3 | – | Sell |
-15
| Closed | -$2.6K | – | 775 |
|
|
2023
Q2 | $2.6K | Buy |
+15
| New | +$2.6K | ﹤0.01% | 611 |
|