U.S. Capital Wealth Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Buy |
100,870
+11,017
| +12% | +$1.11M | 0.3% | 82 |
|
|
2025
Q1 | $9.42M | Buy |
89,853
+38,661
| +76% | +$4.05M | 0.29% | 86 |
|
|
2024
Q4 | $6.51M | Sell |
51,192
-19,554
| -28% | -$2.49M | 0.2% | 122 |
|
|
2024
Q3 | $9.93M | Buy |
70,746
+8,434
| +14% | +$1.18M | 0.35% | 69 |
|
|
2024
Q2 | $7.86M | Buy |
62,312
+814
| +1% | +$103K | 0.3% | 72 |
|
|
2024
Q1 | $9.15M | Buy |
61,498
+14,383
| +31% | +$2.14M | 0.35% | 63 |
|
|
2023
Q4 | $6.86M | Sell |
47,115
-2,026
| -4% | -$295K | 0.27% | 86 |
|
|
2023
Q3 | $7.33M | Buy |
49,141
+2,269
| +5% | +$338K | 0.33% | 65 |
|
|
2023
Q2 | $8.13M | Buy |
46,872
+948
| +2% | +$164K | 0.39% | 61 |
|
|
2023
Q1 | $8.32M | Buy |
45,924
+3,151
| +7% | +$571K | 0.39% | 56 |
|
|
2022
Q4 | $7.62M | Buy |
42,773
+2,846
| +7% | +$507K | 0.35% | 58 |
|
|
2022
Q3 | $6.78M | Buy |
39,927
+1,545
| +4% | +$262K | 0.34% | 64 |
|
|
2022
Q2 | $6.68M | Buy |
38,382
+1,647
| +4% | +$287K | 0.29% | 69 |
|
|
2022
Q1 | $7.46M | Buy |
36,735
+6,077
| +20% | +$1.23M | 0.27% | 77 |
|
|
2021
Q4 | $6.75M | Sell |
30,658
-236
| -0.8% | -$52K | 0.27% | 85 |
|
|
2021
Q3 | $5.96M | Buy |
+30,894
| New | +$5.96M | 0.26% | 93 |
|