Concord Wealth Partners’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 | $24.8K | Sell |
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|
2025
Q2 | $57.4K | Buy |
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|
2025
Q1 | $31.3K | Buy |
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|
2024
Q4 | $34.7K | Hold |
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|
2024
Q3 | $38.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $29.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $8.95K | Hold |
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|
2023
Q2 | $10.4K | Hold |
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|
2023
Q1 | $10.9K | Sell |
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|
2022
Q4 | $12.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | $15K | Buy |
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