Tradition 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
Q1 | – | Sell |
-533
| Closed | -$78K | – | 576 |
|
|
2023
Q4 | $78K | Buy |
533
+4
| +0.8% | +$585 | 0.01% | 530 |
|
|
2023
Q3 | $79K | Buy |
529
+74
| +16% | +$11.1K | 0.01% | 498 |
|
|
2023
Q2 | $79K | Buy |
455
+41
| +10% | +$7.12K | 0.01% | 508 |
|
|
2023
Q1 | $75K | Buy |
414
+376
| +989% | +$68.1K | 0.01% | 514 |
|
|
2022
Q4 | $7K | Buy |
38
+1
| +3% | +$184 | ﹤0.01% | 969 |
|
|
2022
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q2 | $7K | Hold |
37
| – | – | ﹤0.01% | 891 |
|
|
2022
Q1 | $8K | Hold |
37
| – | – | ﹤0.01% | 938 |
|
|
2021
Q4 | $8K | Hold |
37
| – | – | ﹤0.01% | 952 |
|
|
2021
Q3 | $7K | Hold |
37
| – | – | ﹤0.01% | 971 |
|
|
2021
Q2 | $7K | Buy |
+37
| New | +$7K | ﹤0.01% | 1009 |
|