CWP
Cyndeo Wealth Partners’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,923
| Closed | -$202K | – | 470 |
|
|
2025
Q1 | $202K | Sell |
1,923
-396
| -17% | -$41.5K | 0.01% | 436 |
|
|
2024
Q4 | $295K | Sell |
2,319
-104
| -4% | -$13.2K | 0.02% | 365 |
|
|
2024
Q3 | $340K | Buy |
2,423
+2
| +0.1% | +$281 | 0.02% | 350 |
|
|
2024
Q2 | $305K | Sell |
2,421
-14,437
| -86% | -$1.82M | 0.02% | 333 |
|
|
2024
Q1 | $2.51M | Sell |
16,858
-81
| -0.5% | -$12K | 0.21% | 137 |
|
|
2023
Q4 | $2.47M | Buy |
16,939
+2,076
| +14% | +$302K | 0.23% | 119 |
|
|
2023
Q3 | $2.22M | Sell |
14,863
-5,510
| -27% | -$822K | 0.23% | 115 |
|
|
2023
Q2 | $3.53M | Buy |
20,373
+2,738
| +16% | +$475K | 0.37% | 92 |
|
|
2023
Q1 | $3.2M | Sell |
17,635
-745
| -4% | -$135K | 0.34% | 94 |
|
|
2022
Q4 | $3.28M | Buy |
+18,380
| New | +$3.28M | 0.38% | 87 |
|