EWM
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Evermay Wealth Management’s Diageo DEO Stock Holding History

Evermay Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-32
Closed -$4.49K – 587
2024
Q3 		$4.49K Hold
32
– – ﹤0.01% 509
2024
Q2 		$4.04K Sell
32
-280
-90% -$35.3K ﹤0.01% 508
2024
Q1 		$46.4K Buy
+312
New +$46.4K 0.01% 358