Baker Tilly 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 | $283K | Sell |
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|
2025
Q2 | $503K | Sell |
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|
2025
Q1 | $530K | Buy |
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|
2024
Q4 | $475K | Sell |
|
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|
2024
Q3 | $538K | Buy |
|
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|
2024
Q2 | $464K | Sell |
|
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|
2024
Q1 | $1.2M | Sell |
|
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|
2023
Q4 | $1.22M | Buy |
|
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|
2023
Q3 | $787K | Sell |
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|
2023
Q2 | $2.08M | Buy |
|
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|
2023
Q1 | $2.06M | Buy |
|
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|
2022
Q4 | $1.12M | Buy |
|
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|
2022
Q3 | $907K | Sell |
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|
2022
Q2 | $941K | Sell |
|
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $731K | Buy |
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|
2021
Q2 | $643K | Buy |
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|
2021
Q1 | $545K | Buy |
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|
2020
Q4 | $347K | Buy |
|