Westside Investment Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.23K | Buy |
+60
| New | +$6.23K | ﹤0.01% | 1110 |
|
|
2024
Q4 | – | Sell |
-20
| Closed | -$2.81K | – | 995 |
|
|
2024
Q3 | $2.81K | Sell |
20
-8
| -29% | -$1.12K | ﹤0.01% | 861 |
|
|
2024
Q2 | $3.53K | Hold |
28
| – | – | ﹤0.01% | 812 |
|
|
2024
Q1 | $4.17K | Hold |
28
| – | – | ﹤0.01% | 750 |
|
|
2023
Q4 | $4.08K | Sell |
28
-20
| -42% | -$2.91K | ﹤0.01% | 718 |
|
|
2023
Q3 | $7.16K | Hold |
48
| – | – | ﹤0.01% | 641 |
|
|
2023
Q2 | $8.33K | Buy |
48
+20
| +71% | +$3.47K | ﹤0.01% | 622 |
|
|
2023
Q1 | $5.07K | Hold |
28
| – | – | ﹤0.01% | 694 |
|
|
2022
Q4 | $4 | Hold |
28
| – | – | ﹤0.01% | 713 |
|
|
2022
Q3 | $4 | Hold |
28
| – | – | ﹤0.01% | 699 |
|
|
2022
Q2 | $4 | Hold |
28
| – | – | ﹤0.01% | 704 |
|
|
2022
Q1 | $5 | Hold |
28
| – | – | ﹤0.01% | 678 |
|
|
2021
Q4 | $6 | Hold |
28
| – | – | ﹤0.01% | 638 |
|
|
2021
Q3 | $5 | Buy |
28
+8
| +40% | +$1 | ﹤0.01% | 646 |
|
|
2021
Q2 | $3 | Buy |
+20
| New | +$3 | ﹤0.01% | 688 |
|
|
2019
Q2 | $143 | Buy |
+830
| New | +$143 | ﹤0.01% | 216 |
|
|
2018
Q4 | $126K | Sell |
890
-78
| -8% | -$11.1K | 0.05% | 193 |
|
|
2018
Q3 | $139K | Buy |
968
+96
| +11% | +$13.8K | 0.04% | 176 |
|
|
2018
Q2 | $124K | Sell |
872
-8
| -0.9% | -$1.14K | 0.04% | 205 |
|
|
2018
Q1 | $118K | Hold |
880
| – | – | 0.06% | 202 |
|
|
2017
Q4 | $128K | Sell |
880
-5
| -0.6% | -$725 | 0.07% | 195 |
|
|
2017
Q3 | $118K | Hold |
885
| – | – | 0.07% | 183 |
|
|
2017
Q2 | $106K | Hold |
885
| – | – | 0.07% | 191 |
|
|
2017
Q1 | $102K | Hold |
885
| – | – | 0.05% | 191 |
|
|
2016
Q4 | $94.6K | Buy |
+885
| New | +$94.6K | 0.06% | 144 |
|