Golden State Wealth Management’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
$134K Buy
2025
Q2
$102K Buy
2025
Q1
$103K Hold
2024
Q4
$125K Buy
2022
Q1
$203K Hold
2021
Q4
$220K Sell
2021
Q3
$215K Hold
2021
Q2
$214K Buy
2020
Q4
Sell
2020
Q3
$156K Buy
2020
Q2
Sell
2020
Q1
$136K Buy
2019
Q4
Sell
2019
Q3
$171K Hold
2019
Q2
$179K Sell
2019
Q1
$179K Buy