Wealth Alliance’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
6,573
+2,231
| +51% | +$225K | 0.07% | 239 |
|
|
2025
Q1 | $455K | Sell |
4,342
-3,107
| -42% | -$326K | 0.06% | 295 |
|
|
2024
Q4 | $947K | Sell |
7,449
-987
| -12% | -$125K | 0.11% | 168 |
|
|
2024
Q3 | $1.18M | Buy |
8,436
+6,680
| +380% | +$937K | 0.14% | 140 |
|
|
2024
Q2 | $221K | Sell |
1,756
-2,322
| -57% | -$293K | 0.03% | 459 |
|
|
2024
Q1 | $607K | Buy |
4,078
+403
| +11% | +$59.9K | 0.08% | 236 |
|
|
2023
Q4 | $535K | Sell |
3,675
-857
| -19% | -$125K | 0.08% | 244 |
|
|
2023
Q3 | $676K | Sell |
4,532
-638
| -12% | -$95.2K | 0.11% | 189 |
|
|
2023
Q2 | $897K | Sell |
5,170
-2
| -0% | -$347 | 0.13% | 160 |
|
|
2023
Q1 | $937K | Sell |
5,172
-15
| -0.3% | -$2.72K | 0.15% | 145 |
|
|
2022
Q4 | $924K | Buy |
5,187
+22
| +0.4% | +$3.92K | 0.16% | 143 |
|
|
2022
Q3 | $877K | Sell |
5,165
-143
| -3% | -$24.3K | 0.17% | 131 |
|
|
2022
Q2 | $924K | Buy |
5,308
+244
| +5% | +$42.5K | 0.18% | 137 |
|
|
2022
Q1 | $1.03M | Sell |
5,064
-14
| -0.3% | -$2.85K | 0.21% | 110 |
|
|
2021
Q4 | $1.12M | Buy |
5,078
+88
| +2% | +$19.4K | 0.22% | 102 |
|
|
2021
Q3 | $963K | Buy |
4,990
+68
| +1% | +$13.1K | 0.22% | 102 |
|
|
2021
Q2 | $943K | Buy |
4,922
+45
| +0.9% | +$8.62K | 0.22% | 110 |
|
|
2021
Q1 | $801K | Sell |
4,877
-40
| -0.8% | -$6.57K | 0.22% | 116 |
|
|
2020
Q4 | $781K | Buy |
4,917
+446
| +10% | +$70.8K | 0.23% | 111 |
|
|
2020
Q3 | $616K | Sell |
4,471
-26
| -0.6% | -$3.58K | 0.22% | 119 |
|
|
2020
Q2 | $604K | Sell |
4,497
-151
| -3% | -$20.3K | 0.24% | 108 |
|
|
2020
Q1 | $591K | Buy |
+4,648
| New | +$591K | 0.32% | 93 |
|