WR Wealth Planners’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $25.4K | Sell |
200
-75
| -27% | -$9.54K | 0.01% | 423 |
|
|
2024
Q3 | $38.6K | Sell |
275
-25
| -8% | -$3.51K | 0.01% | 376 |
|
|
2024
Q2 | $37.8K | Hold |
300
| – | – | 0.01% | 360 |
|
|
2024
Q1 | $44.6K | Buy |
+300
| New | +$44.6K | 0.01% | 352 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$44.8K | – | 339 |
|
|
2023
Q3 | $44.8K | Hold |
300
| – | – | 0.02% | 331 |
|
|
2023
Q2 | $52K | Sell |
300
-12
| -4% | -$2.08K | 0.02% | 311 |
|
|
2023
Q1 | $56.5K | Buy |
+312
| New | +$56.5K | 0.02% | 305 |
|