BWP
DEO icon

BSW Wealth Partners’s Diageo DEO Stock Holding History

BSW Wealth Partners’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,627
Closed -$207K – 314
2024
Q4 		$207K Sell
1,627
-239
-13% -$30.4K 0.03% 292
2024
Q3 		$262K Sell
1,866
-240
-11% -$31.2K 0.04% 251
2024
Q2 		$266K Sell
2,106
-170
-7% -$23.4K 0.04% 232
2024
Q1 		$339K Buy
2,276
+695
+44% +$102K 0.06% 198
2023
Q4 		$230K Sell
1,581
-457
-22% -$67.5K 0.05% 242
2023
Q3 		$304K Buy
2,038
+417
+26% +$69.8K 0.07% 172
2023
Q2 		$281K Sell
1,621
-29
-2% -$5.18K 0.06% 197
2023
Q1 		$299K Sell
1,650
-229
-12% -$40.4K 0.06% 218
2022
Q4 		$335K Buy
1,879
+45
+2% +$7.89K 0.07% 193
2022
Q3 		$311K Sell
1,834
-327
-15% -$58.6K 0.08% 174
2022
Q2 		$376K Sell
2,161
-132
-6% -$25.1K 0.09% 155
2022
Q1 		$466K Buy
2,293
+369
+19% +$73.9K 0.12% 131
2021
Q4 		$424K Buy
1,924
+51
+3% +$10.5K 0.11% 140
2021
Q3 		$362K Buy
1,873
+157
+9% +$30.4K 0.1% 146
2021
Q2 		$329K Buy
1,716
+193
+13% +$35.9K 0.09% 160
2021
Q1 		$250K Buy
+1,523
New +$249K 0.07% 176

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return