Compass 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $489K | Hold |
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|
2025
Q2 | $517K | Hold |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $657K | Hold |
|
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|
2024
Q3 | $725K | Sell |
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|
2024
Q2 | $699K | Hold |
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|
2024
Q1 | $825K | Sell |
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|
2023
Q4 | $826K | Sell |
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|
2023
Q3 | $913K | Hold |
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|
2023
Q2 | $1.06M | Hold |
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|
2023
Q1 | $1.11M | Hold |
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|
2022
Q4 | $1.09M | Buy |
|