TFA
Tranquilli Financial Advisor’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,786
| Closed | -$227K | – | 114 |
|
|
2024
Q4 | $227K | Buy |
1,786
+32
| +2% | +$4.07K | 0.14% | 97 |
|
|
2024
Q3 | $246K | Sell |
1,754
-86
| -5% | -$12.1K | 0.15% | 98 |
|
|
2024
Q2 | $232K | Buy |
1,840
+421
| +30% | +$53K | 0.16% | 94 |
|
|
2024
Q1 | $211K | Buy |
+1,419
| New | +$211K | 0.14% | 101 |
|