Trifecta Capital Advisors’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 |
-600
| Closed | -$76.3K | – | 417 |
|
|
2024
Q4 | $76.3K | Hold |
600
| – | – | 0.02% | 117 |
|
|
2024
Q3 | $84.2K | Hold |
600
| – | – | 0.02% | 115 |
|
|
2024
Q2 | $75.6K | Hold |
600
| – | – | 0.02% | 119 |
|
|
2024
Q1 | $89.2K | Hold |
600
| – | – | 0.02% | 113 |
|
|
2023
Q4 | $87.4K | Hold |
600
| – | – | 0.02% | 111 |
|
|
2023
Q3 | $89.5K | Hold |
600
| – | – | 0.03% | 107 |
|
|
2023
Q2 | $104K | Hold |
600
| – | – | 0.03% | 107 |
|
|
2023
Q1 | $109K | Buy |
+600
| New | +$109K | 0.04% | 108 |
|