AssuredPartners Investment Advisors’s Diageo DEO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,942	Closed	-$204K	–	262
2025 Q1	$204K	Sell	1,942 -66	-3%	-$6.92K	0.04%	310
2024 Q4	$255K	Buy	+2,008	New	+$255K	0.05%	293