West 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 | $4.14K | Hold |
41
| – | – | ﹤0.01% | 168 |
|
|
2025
Q1 | $4.3K | Hold |
41
| – | – | ﹤0.01% | 165 |
|
|
2024
Q4 | $5.21K | Hold |
41
| – | – | ﹤0.01% | 164 |
|
|
2024
Q3 | $5.75K | Hold |
41
| – | – | ﹤0.01% | 161 |
|
|
2024
Q2 | $5.17K | Hold |
41
| – | – | ﹤0.01% | 134 |
|
|
2024
Q1 | $6.1K | Hold |
41
| – | – | ﹤0.01% | 132 |
|
|
2023
Q4 | $5.97K | Hold |
41
| – | – | ﹤0.01% | 136 |
|
|
2023
Q3 | $6.12K | Hold |
41
| – | – | ﹤0.01% | 149 |
|
|
2023
Q2 | $7.11K | Buy |
+41
| New | +$7.11K | ﹤0.01% | 135 |
|
|
2022
Q4 | – | Sell |
-225
| Closed | -$38K | – | 174 |
|
|
2022
Q3 | $38K | Hold |
225
| – | – | 0.01% | 106 |
|
|
2022
Q2 | $39K | Sell |
225
-37
| -14% | -$6.41K | 0.01% | 103 |
|
|
2022
Q1 | $53K | Buy |
262
+37
| +16% | +$7.49K | 0.01% | 101 |
|
|
2021
Q4 | $50K | Hold |
225
| – | – | 0.01% | 108 |
|
|
2021
Q3 | $43K | Hold |
225
| – | – | 0.01% | 103 |
|
|
2021
Q2 | $43K | Hold |
225
| – | – | 0.01% | 94 |
|
|
2021
Q1 | $37K | Hold |
225
| – | – | 0.01% | 96 |
|
|
2020
Q4 | $36K | Buy |
+225
| New | +$36K | 0.01% | 96 |
|