Axxcess Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
5,886
+198
| +3% | +$20K | 0.01% | 548 |
|
|
2025
Q1 | $596K | Buy |
5,688
+275
| +5% | +$28.8K | 0.02% | 507 |
|
|
2024
Q4 | $688K | Buy |
5,413
+192
| +4% | +$24.4K | 0.02% | 482 |
|
|
2024
Q3 | $733K | Sell |
5,221
-113
| -2% | -$15.9K | 0.02% | 469 |
|
|
2024
Q2 | $673K | Sell |
5,334
-243
| -4% | -$30.6K | 0.02% | 461 |
|
|
2024
Q1 | $829K | Sell |
5,577
-613
| -10% | -$91.2K | 0.02% | 415 |
|
|
2023
Q4 | $902K | Buy |
6,190
+2,854
| +86% | +$416K | 0.03% | 376 |
|
|
2023
Q3 | $498K | Buy |
3,336
+367
| +12% | +$54.8K | 0.02% | 471 |
|
|
2023
Q2 | $515K | Buy |
2,969
+283
| +11% | +$49.1K | 0.04% | 347 |
|
|
2023
Q1 | $487K | Buy |
+2,686
| New | +$487K | 0.04% | 373 |
|
|
2022
Q1 | – | Sell |
-1,047
| Closed | -$230K | – | 642 |
|
|
2021
Q4 | $230K | Buy |
+1,047
| New | +$230K | 0.02% | 545 |
|