Twin City Private Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Buy |
9,028
+424
| +5% | +$42.8K | 0.74% | 53 |
|
|
2025
Q1 | $915K | Buy |
8,604
+353
| +4% | +$37.5K | 0.8% | 51 |
|
|
2024
Q4 | $1.05M | Buy |
8,251
+254
| +3% | +$32.3K | 0.93% | 44 |
|
|
2024
Q3 | $1.14M | Buy |
7,997
+74
| +0.9% | +$10.6K | 0.99% | 42 |
|
|
2024
Q2 | $999K | Buy |
7,923
+2,595
| +49% | +$327K | 0.94% | 42 |
|
|
2024
Q1 | $801K | Buy |
+5,328
| New | +$801K | 0.79% | 51 |
|