Exencial 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 | $8.02M | Buy |
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|
2025
Q2 | $7.98M | Sell |
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|
2025
Q1 | $8.34M | Buy |
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|
2024
Q4 | $9.94M | Sell |
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|
2024
Q3 | $11.5M | Sell |
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|
2024
Q2 | $11M | Sell |
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|
2024
Q1 | $13.7M | Buy |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $4.64M | Buy |
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|
2023
Q2 | $5.39M | Buy |
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|
2023
Q1 | $5.3M | Buy |
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|
2022
Q4 | $3.89M | Buy |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $2.53M | Sell |
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|
2022
Q1 | $2.97M | Sell |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $2.61M | Buy |
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|
2021
Q2 | $2.48M | Sell |
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|
2021
Q1 | $2.53M | Buy |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $3.58M | Buy |
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|
2020
Q2 | $1.59M | Buy |
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