CWM
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Congress Wealth Management’s Diageo DEO Stock Holding History

Congress Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$456K Buy
4,524
+175
+4% +$17.7K ﹤0.01% 955
2025
Q1 		$457K Buy
+4,349
New +$457K 0.01% 841