9258 Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $497K | Sell |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $529K | Buy |
|
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|
2023
Q3 | $505K | Sell |
|
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|
2023
Q2 | $593K | Sell |
|
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|
2023
Q1 | $625K | Buy |
|
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|
2022
Q4 | $596K | Sell |
|
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|
2022
Q3 | $682K | Sell |
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|
2022
Q2 | $699K | Sell |
|
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|
2022
Q1 | $838K | Buy |
|
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|
2021
Q4 | $908K | Buy |
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|
2021
Q3 | $723K | Sell |
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|
2021
Q2 | $733K | Buy |
|
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|
2021
Q1 | $593K | Sell |
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|
2020
Q4 | $583K | Buy |
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|
2020
Q3 | $437K | Buy |
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|
2020
Q2 | $432K | Buy |
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|
2020
Q1 | $433K | Buy |
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|
2019
Q4 | $482K | Buy |
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|
2019
Q3 | $399K | Sell |
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|
2019
Q2 | $428K | Buy |
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|
2019
Q1 | $376K | Hold |
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|
2018
Q4 | $326K | Buy |
|