EWA
EverSource Wealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
1,234
+575
| +87% | +$58K | 0.01% | 1077 |
|
|
2025
Q1 | $69K | Sell |
659
-1,264
| -66% | -$132K | ﹤0.01% | 1077 |
|
|
2024
Q4 | $244K | Buy |
1,923
+445
| +30% | +$56.6K | 0.01% | 579 |
|
|
2024
Q3 | $207K | Sell |
1,478
-14
| -0.9% | -$1.97K | 0.01% | 545 |
|
|
2024
Q2 | $186K | Sell |
1,492
-193
| -11% | -$24.1K | 0.01% | 582 |
|
|
2024
Q1 | $233K | Buy |
1,685
+983
| +140% | +$136K | 0.02% | 446 |
|
|
2023
Q4 | $102K | Buy |
702
+85
| +14% | +$12.4K | 0.01% | 630 |
|
|
2023
Q3 | $92K | Sell |
617
-393
| -39% | -$58.6K | 0.01% | 596 |
|
|
2023
Q2 | $175K | Sell |
1,010
-690
| -41% | -$120K | 0.02% | 432 |
|
|
2023
Q1 | $308K | Buy |
1,700
+50
| +3% | +$9.06K | 0.04% | 296 |
|
|
2022
Q4 | $294K | Sell |
1,650
-477
| -22% | -$85K | 0.04% | 287 |
|
|
2022
Q3 | $362K | Sell |
2,127
-321
| -13% | -$54.6K | 0.08% | 209 |
|
|
2022
Q2 | $426K | Buy |
2,448
+112
| +5% | +$19.5K | 0.11% | 168 |
|
|
2022
Q1 | $474K | Buy |
2,336
+865
| +59% | +$176K | 0.12% | 156 |
|
|
2021
Q4 | $324K | Buy |
+1,471
| New | +$324K | 0.09% | 164 |
|