William Allan Corp’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,820
| Closed | -$924K | – | 51 |
|
|
2025
Q1 | $924K | Buy |
8,820
+126
| +1% | +$13.2K | 0.58% | 40 |
|
|
2024
Q4 | $1.11M | Sell |
8,694
-163
| -2% | -$20.7K | 0.68% | 38 |
|
|
2024
Q3 | $1.24M | Buy |
8,857
+622
| +8% | +$87.3K | 0.77% | 35 |
|
|
2024
Q2 | $1.04M | Buy |
+8,235
| New | +$1.04M | 0.69% | 37 |
|