Canvas Wealth Advisors’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 | $432K | Buy |
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|
2025
Q1 | $423K | Sell |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $536K | Buy |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $456K | Sell |
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|
2023
Q4 | $708K | Buy |
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|
2023
Q3 | $630K | Buy |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $410K | Sell |
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|
2022
Q1 | $627K | Sell |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.64M | Sell |
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|
2021
Q1 | $2.44M | Buy |
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