World Equity Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,502
| Closed | -$1.07M | – | 276 |
|
|
2024
Q2 | $1.07M | Buy |
8,502
+641
| +8% | +$80.8K | 0.32% | 87 |
|
|
2024
Q1 | $1.17M | Buy |
+7,861
| New | +$1.17M | 0.24% | 106 |
|
|
2023
Q2 | – | Sell |
-2,414
| Closed | -$331K | – | 365 |
|
|
2023
Q1 | $331K | Buy |
+2,414
| New | +$331K | 0.05% | 353 |
|