Wills Financial Group’s Diageo DEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-6,863	Closed	-$1.02M	–	59
2023 Q3	$1.02M	Sell	6,863 -94	-1%	-$14K	0.55%	40
2023 Q2	$1.21M	Buy	6,957 +2,839	+69%	+$493K	0.61%	35
2023 Q1	$746K	Buy	+4,118	New	+$746K	0.4%	44