Axxcess 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $430K | Sell |
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|
2025
Q2 | $593K | Buy |
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|
2025
Q1 | $596K | Buy |
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|
2024
Q4 | $688K | Buy |
|
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|
2024
Q3 | $733K | Sell |
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|
2024
Q2 | $673K | Sell |
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|
2024
Q1 | $829K | Sell |
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|
2023
Q4 | $902K | Buy |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $487K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $230K | Buy |
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