Glass Jacobson Investment 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 | $19.1K | Sell |
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|
2025
Q2 | $40.3K | Sell |
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|
2025
Q1 | $70.9K | Hold |
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|
2024
Q4 | $70.9K | Buy |
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|
2024
Q3 | $56.1K | Hold |
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|
2024
Q2 | $50.4K | Hold |
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|
2024
Q1 | $59.5K | Sell |
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|
2023
Q4 | $96.9K | Sell |
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|
2023
Q3 | $99.9K | Hold |
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|
2023
Q2 | $116K | Buy |
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|
2022
Q4 | $119K | Buy |
|