AO
Advisor OS’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $382K | Sell |
3,784
-256
| -6% | -$25.8K | 0.04% | 302 |
|
|
2025
Q1 | $423K | Sell |
4,040
-925
| -19% | -$96.9K | 0.05% | 256 |
|
|
2024
Q4 | $631K | Sell |
4,965
-975
| -16% | -$124K | 0.07% | 184 |
|
|
2024
Q3 | $834K | Sell |
5,940
-683
| -10% | -$95.8K | 0.08% | 181 |
|
|
2024
Q2 | $835K | Buy |
6,623
+56
| +0.9% | +$7.06K | 0.09% | 182 |
|
|
2024
Q1 | $977K | Buy |
6,567
+65
| +1% | +$9.67K | 0.11% | 167 |
|
|
2023
Q4 | $947K | Buy |
6,502
+1,392
| +27% | +$203K | 0.12% | 148 |
|
|
2023
Q3 | $762K | Buy |
5,110
+508
| +11% | +$75.8K | 0.11% | 161 |
|
|
2023
Q2 | $798K | Buy |
4,602
+198
| +4% | +$34.4K | 0.13% | 158 |
|
|
2023
Q1 | $798K | Sell |
4,404
-79
| -2% | -$14.3K | 0.19% | 130 |
|
|
2022
Q4 | $799K | Buy |
4,483
+273
| +6% | +$48.6K | 0.21% | 112 |
|
|
2022
Q3 | $716K | Buy |
4,210
+227
| +6% | +$38.6K | 0.22% | 95 |
|
|
2022
Q2 | $694K | Buy |
3,983
+77
| +2% | +$13.4K | 0.2% | 113 |
|
|
2022
Q1 | $793K | Buy |
3,906
+499
| +15% | +$101K | 0.23% | 103 |
|
|
2021
Q4 | $751K | Buy |
3,407
+207
| +6% | +$45.6K | 0.15% | 131 |
|
|
2021
Q3 | $619K | Buy |
3,200
+11
| +0.3% | +$2.13K | 0.13% | 134 |
|
|
2021
Q2 | $611K | Sell |
3,189
-60
| -2% | -$11.5K | 0.13% | 125 |
|
|
2021
Q1 | $533K | Buy |
3,249
+61
| +2% | +$10K | 0.12% | 115 |
|
|
2020
Q4 | $507K | Buy |
+3,188
| New | +$507K | 0.14% | 84 |
|