Cassady Schiller Wealth Management’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$15.1K Hold
2024
Q3
$16.7K Hold
2024
Q2
$15K Sell
2024
Q1
$22.3K Buy
2023
Q4
$20.5K Buy
2023
Q3
$4.63K Buy