Wilkins Investment Counsel’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $252K | Hold |
2,500
| – | – | 0.04% | 115 |
|
2025
Q1 | $262K | Sell |
2,500
-1,110
| -31% | -$116K | 0.04% | 115 |
|
2024
Q4 | $459K | Sell |
3,610
-100
| -3% | -$12.7K | 0.07% | 100 |
|
2024
Q3 | $521K | Hold |
3,710
| – | – | 0.07% | 100 |
|
2024
Q2 | $468K | Hold |
3,710
| – | – | 0.07% | 99 |
|
2024
Q1 | $552K | Buy |
+3,710
| New | +$552K | 0.08% | 95 |
|