EverSource Wealth Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $106K | Sell |
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|
2025
Q2 | $124K | Buy |
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|
2025
Q1 | $69K | Sell |
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|
2024
Q4 | $244K | Buy |
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|
2024
Q3 | $207K | Sell |
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|
2024
Q2 | $186K | Sell |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | $102K | Buy |
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|
2023
Q3 | $92K | Sell |
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|
2023
Q2 | $175K | Sell |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $362K | Sell |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $324K | Buy |
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