CAPTRUST Financial 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
Q3 | $5.72M | Sell |
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|
2025
Q2 | $6.17M | Sell |
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|
2025
Q1 | $6.56M | Buy |
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|
2024
Q4 | $4.65M | Sell |
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|
2024
Q3 | $5.28M | Buy |
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|
2024
Q2 | $4.57M | Buy |
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|
2024
Q1 | $4.47M | Sell |
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|
2023
Q4 | $6.13M | Sell |
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|
2023
Q3 | $6.35M | Buy |
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|
2023
Q2 | $7.37M | Buy |
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|
2023
Q1 | $7.19M | Buy |
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|
2022
Q4 | $6.86M | Buy |
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|
2022
Q3 | $6.53M | Buy |
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|
2022
Q2 | $5.57M | Buy |
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|
2022
Q1 | $5.67M | Buy |
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|
2021
Q4 | $5M | Buy |
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|
2021
Q3 | $4.27M | Buy |
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|
2021
Q2 | $2.99M | Buy |
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|
2021
Q1 | $2.22M | Buy |
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|
2020
Q4 | $2.06M | Sell |
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|
2020
Q3 | $1.86M | Sell |
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|
2020
Q2 | $1.88M | Sell |
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|
2020
Q1 | $1.71M | Buy |
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|
2019
Q4 | $1.89M | Buy |
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