Baker Tilly Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
4,985
-68
| -1% | -$6.86K | 0.18% | 121 |
|
|
2025
Q1 | $530K | Buy |
5,053
+1,315
| +35% | +$138K | 0.21% | 111 |
|
|
2024
Q4 | $475K | Sell |
3,738
-93
| -2% | -$11.8K | 0.19% | 122 |
|
|
2024
Q3 | $538K | Buy |
3,831
+151
| +4% | +$21.2K | 0.24% | 107 |
|
|
2024
Q2 | $464K | Sell |
3,680
-4,410
| -55% | -$556K | 0.19% | 131 |
|
|
2024
Q1 | $1.2M | Sell |
8,090
-291
| -3% | -$43.3K | 0.22% | 107 |
|
|
2023
Q4 | $1.22M | Buy |
8,381
+3,107
| +59% | +$453K | 0.2% | 114 |
|
|
2023
Q3 | $787K | Sell |
5,274
-6,711
| -56% | -$1M | 0.13% | 160 |
|
|
2023
Q2 | $2.08M | Buy |
11,985
+640
| +6% | +$111K | 0.22% | 98 |
|
|
2023
Q1 | $2.06M | Buy |
11,345
+5,044
| +80% | +$914K | 0.23% | 98 |
|
|
2022
Q4 | $1.12M | Buy |
6,301
+962
| +18% | +$171K | 0.14% | 169 |
|
|
2022
Q3 | $907K | Sell |
5,339
-67
| -1% | -$11.4K | 0.12% | 180 |
|
|
2022
Q2 | $941K | Sell |
5,406
-106
| -2% | -$18.5K | 0.12% | 180 |
|
|
2022
Q1 | $1.12M | Buy |
5,512
+875
| +19% | +$178K | 0.12% | 173 |
|
|
2021
Q4 | $1.02M | Buy |
4,637
+852
| +23% | +$188K | 0.11% | 193 |
|
|
2021
Q3 | $731K | Buy |
3,785
+433
| +13% | +$83.6K | 0.1% | 230 |
|
|
2021
Q2 | $643K | Buy |
3,352
+36
| +1% | +$6.91K | 0.1% | 221 |
|
|
2021
Q1 | $545K | Buy |
3,316
+1,129
| +52% | +$186K | 0.11% | 225 |
|
|
2020
Q4 | $347K | Buy |
+2,187
| New | +$347K | 0.11% | 211 |
|