Tyler-Stone 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
Q3 | – | Sell |
-50
| Closed | -$6.3K | – | 433 |
|
|
2024
Q2 | $6.3K | Hold |
50
| – | – | ﹤0.01% | 698 |
|
|
2024
Q1 | $7.44K | Hold |
50
| – | – | ﹤0.01% | 677 |
|
|
2023
Q4 | $7.28K | Hold |
50
| – | – | ﹤0.01% | 661 |
|
|
2023
Q3 | $7K | Sell |
50
-19
| -28% | -$2.66K | ﹤0.01% | 651 |
|
|
2023
Q2 | $12K | Buy |
+69
| New | +$12K | 0.01% | 558 |
|
|
2022
Q4 | $12K | Hold |
69
| – | – | 0.01% | 521 |
|
|
2022
Q3 | $12K | Hold |
69
| – | – | 0.01% | 507 |
|
|
2022
Q2 | $12K | Buy |
69
+19
| +38% | +$3.3K | 0.01% | 515 |
|
|
2022
Q1 | $10K | Hold |
50
| – | – | 0.01% | 567 |
|
|
2021
Q4 | $11K | Buy |
+50
| New | +$11K | 0.01% | 584 |
|