West Family Investments’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
+2,927
| New | +$295K | 0.08% | 259 |
|
|
2024
Q4 | – | Sell |
-1,871
| Closed | -$263K | – | 294 |
|
|
2024
Q3 | $263K | Buy |
+1,871
| New | +$263K | 0.09% | 227 |
|
|
2024
Q2 | – | Sell |
-1,557
| Closed | -$232K | – | 257 |
|
|
2024
Q1 | $232K | Buy |
1,557
+164
| +12% | +$24.4K | 0.07% | 231 |
|
|
2023
Q4 | $203K | Sell |
1,393
-4
| -0.3% | -$583 | 0.07% | 219 |
|
|
2023
Q3 | $208K | Buy |
+1,397
| New | +$208K | 0.07% | 206 |
|
|
2022
Q4 | – | Sell |
-1,858
| Closed | -$316K | – | 249 |
|
|
2022
Q3 | $316K | Sell |
1,858
-113
| -6% | -$19.2K | 0.13% | 151 |
|
|
2022
Q2 | $343K | Sell |
1,971
-2
| -0.1% | -$348 | 0.14% | 133 |
|
|
2022
Q1 | $401K | Sell |
1,973
-63
| -3% | -$12.8K | 0.11% | 143 |
|
|
2021
Q4 | $448K | Sell |
2,036
-326
| -14% | -$71.7K | 0.12% | 137 |
|
|
2021
Q3 | $456K | Buy |
2,362
+240
| +11% | +$46.3K | 0.12% | 146 |
|
|
2021
Q2 | $407K | Buy |
+2,122
| New | +$407K | 0.11% | 164 |
|