Diversify Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
6,985
+893
| +15% | +$99.5K | 0.05% | 307 |
|
|
2025
Q1 | $676K | Buy |
6,092
+322
| +6% | +$35.7K | 0.05% | 300 |
|
|
2024
Q4 | $682K | Buy |
5,770
+1,400
| +32% | +$166K | 0.05% | 285 |
|
|
2024
Q3 | $586K | Buy |
4,370
+543
| +14% | +$72.9K | 0.06% | 288 |
|
|
2024
Q2 | $459K | Buy |
+3,827
| New | +$459K | 0.06% | 298 |
|