Beacon 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
$2.84M Buy
28,315
+72
+0.3% +$7.23K 1.23% 23
2025
Q1
$2.96M Buy
28,243
+5,688
+25% +$596K 1.4% 18
2024
Q4
$2.87M Buy
+22,555
New +$2.87M 1.35% 20