GWANC
Guardian Wealth Advisors (North Carolina)’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,009
| Closed | -$299K | – | 443 |
|
|
2024
Q1 | $299K | Buy |
2,009
+513
| +34% | +$76.3K | 0.04% | 211 |
|
|
2023
Q4 | $218K | Buy |
1,496
+87
| +6% | +$12.7K | 0.03% | 233 |
|
|
2023
Q3 | $214K | Hold |
1,409
| – | – | 0.04% | 229 |
|
|
2023
Q2 | $244K | Hold |
1,409
| – | – | 0.04% | 198 |
|
|
2023
Q1 | $258K | Sell |
1,409
-59
| -4% | -$10.8K | 0.05% | 179 |
|
|
2022
Q4 | $262K | Hold |
1,468
| – | – | 0.05% | 164 |
|
|
2022
Q3 | $252K | Sell |
1,468
-18
| -1% | -$3.09K | 0.05% | 159 |
|
|
2022
Q2 | $259K | Buy |
+1,486
| New | +$259K | 0.05% | 159 |
|