Transatlantique Private Wealth’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,433
Closed -$362K 203
2024
Q1
$362K Buy
2,433
+1,014
+71% +$151K 0.16% 173
2023
Q4
$207K Buy
+1,419
New +$207K 0.1% 207