Beverly Hills Private Wealth’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.88M Sell
2025
Q1
$1.98M Buy
2024
Q4
$2.19M Sell
2024
Q3
$2.46M Sell
2024
Q2
$2.25M Buy
2024
Q1
$2.18M Buy
2023
Q4
$2.05M Sell
2023
Q3
$2.2M Sell
2023
Q2
$5.06M Buy
2023
Q1
$2.68M Buy
2022
Q4
$2.37M Buy