Bulltick Wealth Management’s Diageo DEO Stock Holding History

Bulltick Wealth Management’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
2026 Q1	$552K	Buy	+7,409	New	+$646K	0.12%	77
2025 Q1	–	Sell	-9,000	Closed	-$1.14M	–	128
2024 Q4	$1.14M	Hold	9,000	–	–	0.27%	66
2024 Q3	$1.29M	Sell	9,000 -38,350	-81%	-$4.98M	0.32%	62
2024 Q2	$5.97M	Buy	47,350 +6,295	+15%	+$867K	1.67%	26
2024 Q1	$6.17M	Buy	41,055 +3,200	+8%	+$468K	1.29%	35
2023 Q4	$5.51M	Buy	37,855 +3,248	+9%	+$480K	1.26%	32
2023 Q3	$5.16M	Buy	34,607 +31,680	+1,082%	+$5.3M	1.29%	34
2023 Q2	$508K	Buy	2,927 +145	+5%	+$25.9K	0.12%	89
2023 Q1	$508K	Buy	2,782 +475	+21%	+$83.8K	0.13%	80
2022 Q4	$411K	Buy	2,307 +272	+13%	+$47.7K	0.12%	84
2022 Q3	$350K	Hold	2,035	–	–	0.11%	89
2022 Q2	$354K	Buy	2,035 +280	+16%	+$53.3K	0.1%	92
2022 Q1	$359K	Buy	+1,755	New	+$352K	0.08%	104

Other funds holding DEO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return