United Capital Financial 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 | $10.7M | Buy |
105,939
+2,474
| +2% | +$249K | 0.09% | 183 |
|
|
2025
Q1 | $10.8M | Sell |
103,465
-8,944
| -8% | -$937K | 0.09% | 167 |
|
|
2024
Q4 | $14.3M | Sell |
112,409
-56,945
| -34% | -$7.24M | 0.12% | 143 |
|
|
2024
Q3 | $23.8M | Buy |
169,354
+242
| +0.1% | +$34K | 0.2% | 100 |
|
|
2024
Q2 | $21.3M | Sell |
169,112
-3,126
| -2% | -$394K | 0.18% | 108 |
|
|
2024
Q1 | $25.6M | Buy |
172,238
+528
| +0.3% | +$78.5K | 0.21% | 100 |
|
|
2023
Q4 | $25M | Buy |
171,710
+105,363
| +159% | +$15.3M | 0.21% | 104 |
|
|
2023
Q3 | $9.9M | Sell |
66,347
-3,436
| -5% | -$513K | 0.06% | 224 |
|
|
2023
Q2 | $12.1M | Sell |
69,783
-34
| -0% | -$5.9K | 0.07% | 219 |
|
|
2023
Q1 | $12.6M | Buy |
69,817
+3,778
| +6% | +$685K | 0.07% | 209 |
|
|
2022
Q4 | $11.8M | Sell |
66,039
-1,897
| -3% | -$338K | 0.07% | 232 |
|
|
2022
Q3 | $11.5M | Sell |
67,936
-3,478
| -5% | -$591K | 0.07% | 222 |
|
|
2022
Q2 | $12.4M | Sell |
71,414
-6,575
| -8% | -$1.14M | 0.07% | 231 |
|
|
2022
Q1 | $15.8M | Sell |
77,989
-3,489
| -4% | -$709K | 0.08% | 216 |
|
|
2021
Q4 | $17.9M | Buy |
81,478
+2,242
| +3% | +$494K | 0.08% | 214 |
|
|
2021
Q3 | $15.3M | Buy |
79,236
+2,867
| +4% | +$553K | 0.08% | 220 |
|
|
2021
Q2 | $14.6M | Buy |
76,369
+64,284
| +532% | +$12.3M | 0.07% | 232 |
|
|
2021
Q1 | $1.98M | Buy |
12,085
+147
| +1% | +$24.1K | 0.01% | 512 |
|
|
2020
Q4 | $1.9M | Buy |
11,938
+5,029
| +73% | +$799K | 0.01% | 515 |
|
|
2020
Q3 | $951K | Sell |
6,909
-768
| -10% | -$106K | 0.01% | 673 |
|
|
2020
Q2 | $1.03M | Buy |
7,677
+109
| +1% | +$14.7K | 0.01% | 653 |
|
|
2020
Q1 | $962K | Sell |
7,568
-5,366
| -41% | -$682K | 0.01% | 639 |
|
|
2019
Q4 | $2.18M | Buy |
12,934
+4,503
| +53% | +$758K | 0.01% | 589 |
|
|
2019
Q3 | $1.38M | Sell |
8,431
-44,522
| -84% | -$7.28M | 0.01% | 654 |
|
|
2019
Q2 | $9.13M | Buy |
52,953
+7,465
| +16% | +$1.29M | 0.06% | 306 |
|
|
2019
Q1 | $7.44M | Sell |
45,488
-8,845
| -16% | -$1.45M | 0.05% | 335 |
|
|
2018
Q4 | $7.7M | Sell |
54,333
-194
| -0.4% | -$27.5K | 0.06% | 301 |
|
|
2018
Q3 | $7.73M | Sell |
54,527
-99,684
| -65% | -$14.1M | 0.05% | 352 |
|
|
2018
Q2 | $22.2M | Buy |
154,211
+3,256
| +2% | +$469K | 0.17% | 134 |
|
|
2018
Q1 | $20.4M | Buy |
150,955
+8,710
| +6% | +$1.18M | 0.16% | 152 |
|
|
2017
Q4 | $20.6M | Buy |
142,245
+5,650
| +4% | +$818K | 0.16% | 148 |
|
|
2017
Q3 | $18M | Buy |
136,595
+22,953
| +20% | +$3.03M | 0.15% | 151 |
|
|
2017
Q2 | $13.6M | Buy |
113,642
+90,267
| +386% | +$10.8M | 0.12% | 193 |
|
|
2017
Q1 | $2.7M | Buy |
23,375
+4,354
| +23% | +$503K | 0.03% | 489 |
|
|
2016
Q4 | $1.98M | Sell |
19,021
-51
| -0.3% | -$5.3K | 0.02% | 568 |
|
|
2016
Q3 | $2.21M | Buy |
19,072
+4,360
| +30% | +$506K | 0.02% | 560 |
|
|
2016
Q2 | $1.66M | Buy |
14,712
+1,958
| +15% | +$221K | 0.02% | 598 |
|
|
2016
Q1 | $1.38M | Buy |
12,754
+1,413
| +12% | +$152K | 0.02% | 622 |
|
|
2015
Q4 | $1.24M | Sell |
11,341
-608
| -5% | -$66.3K | 0.01% | 645 |
|
|
2015
Q3 | $1.29M | Sell |
11,949
-1,062
| -8% | -$114K | 0.02% | 625 |
|
|
2015
Q2 | $1.51M | Buy |
13,011
+13
| +0.1% | +$1.51K | 0.02% | 643 |
|
|
2015
Q1 | $1.44M | Sell |
12,998
-70
| -0.5% | -$7.77K | 0.02% | 642 |
|
|
2014
Q4 | $1.49M | Buy |
13,068
+1,312
| +11% | +$150K | 0.02% | 544 |
|
|
2014
Q3 | $1.36M | Buy |
11,756
+816
| +7% | +$94.2K | 0.02% | 533 |
|
|
2014
Q2 | $1.39M | Buy |
10,940
+5,457
| +100% | +$694K | 0.03% | 484 |
|
|
2014
Q1 | $683K | Buy |
+5,483
| New | +$683K | 0.01% | 567 |
|
|
2013
Q4 | – | Sell |
-2,506
| Closed | -$318K | – | 665 |
|
|
2013
Q3 | $318K | Buy |
+2,506
| New | +$318K | 0.01% | 548 |
|