Whipplewood 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	$36K	Buy	357 +163	+84%	+$16.4K	0.02%	374
2025 Q1	$35.3K	Sell	194 -207	-52%	-$37.7K	0.02%	360
2024 Q4	$51K	Buy	+401	New	+$51K	0.03%	314