Zullo Investment Group’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-695
| Closed | -$124K | – | 268 |
|
|
2022
Q4 | $124K | Hold |
695
| – | – | 0.08% | 187 |
|
|
2022
Q3 | $118K | Sell |
695
-234
| -25% | -$39.7K | 0.08% | 181 |
|
|
2022
Q2 | $162K | Sell |
929
-48
| -5% | -$8.37K | 0.1% | 159 |
|
|
2022
Q1 | $198K | Sell |
977
-20
| -2% | -$4.05K | 0.1% | 152 |
|
|
2021
Q4 | $219K | Buy |
+997
| New | +$219K | 0.11% | 150 |
|