DWM
Dakota Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
21,490
-1,967
| -8% | -$198K | 0.05% | 256 |
|
|
2025
Q1 | $2.46M | Sell |
23,457
-6,238
| -21% | -$654K | 0.06% | 235 |
|
|
2024
Q4 | $3.78M | Sell |
29,695
-1,046
| -3% | -$133K | 0.09% | 181 |
|
|
2024
Q3 | $4.31M | Sell |
30,741
-1,253
| -4% | -$176K | 0.1% | 183 |
|
|
2024
Q2 | $4.03M | Sell |
31,994
-1,009
| -3% | -$127K | 0.09% | 183 |
|
|
2024
Q1 | $4.91M | Sell |
33,003
-283
| -0.9% | -$42.1K | 0.12% | 155 |
|
|
2023
Q4 | $4.85M | Sell |
33,286
-64
| -0.2% | -$9.32K | 0.19% | 128 |
|
|
2023
Q3 | $4.98M | Sell |
33,350
-238
| -0.7% | -$35.5K | 0.22% | 114 |
|
|
2023
Q2 | $5.83M | Buy |
33,588
+5,348
| +19% | +$928K | 0.27% | 90 |
|
|
2023
Q1 | $5.12M | Sell |
28,240
-293
| -1% | -$53.1K | 0.34% | 77 |
|
|
2022
Q4 | $5.08M | Sell |
28,533
-428
| -1% | -$76.3K | 0.36% | 69 |
|
|
2022
Q3 | $4.92M | Buy |
28,961
+898
| +3% | +$152K | 0.4% | 60 |
|
|
2022
Q2 | $4.89M | Buy |
28,063
+370
| +1% | +$64.4K | 0.45% | 59 |
|
|
2022
Q1 | $5.63M | Buy |
+27,693
| New | +$5.63M | 0.46% | 62 |
|