AWA
Aaron Wealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
3,541
+101
| +3% | +$10.2K | 0.04% | 316 |
|
|
2025
Q1 | $360K | Buy |
3,440
+205
| +6% | +$21.5K | 0.04% | 287 |
|
|
2024
Q4 | $411K | Buy |
3,235
+378
| +13% | +$48.1K | 0.05% | 247 |
|
|
2024
Q3 | $401K | Buy |
2,857
+954
| +50% | +$134K | 0.05% | 231 |
|
|
2024
Q2 | $240K | Sell |
1,903
-1,161
| -38% | -$146K | 0.03% | 273 |
|
|
2024
Q1 | $456K | Buy |
+3,064
| New | +$456K | 0.07% | 162 |
|
|
2023
Q3 | – | Sell |
-1,627
| Closed | -$282K | – | 263 |
|
|
2023
Q2 | $282K | Sell |
1,627
-105
| -6% | -$18.2K | 0.04% | 210 |
|
|
2023
Q1 | $314K | Sell |
1,732
-35
| -2% | -$6.34K | 0.04% | 202 |
|
|
2022
Q4 | $315K | Sell |
1,767
-522
| -23% | -$93K | 0.05% | 189 |
|
|
2022
Q3 | $389K | Buy |
2,289
+55
| +2% | +$9.35K | 0.07% | 139 |
|
|
2022
Q2 | $388K | Sell |
2,234
-413,187
| -99% | -$71.8M | 0.1% | 122 |
|
|
2022
Q1 | $2.05M | Buy |
415,421
+413,333
| +19,796% | +$2.03M | 0.03% | 230 |
|
|
2021
Q4 | $459K | Buy |
2,088
+160
| +8% | +$35.2K | 0.13% | 106 |
|
|
2021
Q3 | $372K | Buy |
1,928
+159
| +9% | +$30.7K | 0.1% | 109 |
|
|
2021
Q2 | $339K | Buy |
1,769
+39
| +2% | +$7.47K | 0.11% | 115 |
|
|
2021
Q1 | $284K | Buy |
+1,730
| New | +$284K | 0.1% | 119 |
|