Curi Wealth Management’s Diageo DEO Stock Holding History

Curi Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$208K	Sell
2023 Q1	$224K	Buy
2022 Q4	$212K	Sell
2022 Q3	$206K	Hold
2022 Q2	$211K	Buy
2022 Q1	$243K	Buy
2021 Q4	$211K	Buy
2021 Q1	–	Sell
2020 Q4	$132K	Buy