Guardian Wealth Management (Illinois)’s Diageo DEO Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio DEO Stock Details DEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-99	Closed	-$10.4K	–	102
2025 Q1	$10.4K	Hold	99	–	–	0.01%	160
2024 Q4	$12.6K	Sell	99 -119	-55%	-$15.1K	0.01%	155
2024 Q3	$30.6K	Hold	218	–	–	0.02%	131
2024 Q2	$27.5K	Hold	218	–	–	0.02%	128
2024 Q1	$32.4K	Sell	218 -66	-23%	-$9.66K	0.02%	120
2023 Q4	$41.3K	Buy	284 +2	+0.7%	+$295	0.03%	112
2023 Q3	$42.1K	Hold	282	–	–	0.04%	109
2023 Q2	$49K	Hold	282	–	–	0.04%	105
2023 Q1	$51.1K	Hold	282	–	–	0.05%	107
2022 Q4	$50.2K	Buy	282 +1	+0.4%	+$175	0.05%	116
2022 Q3	$48K	Hold	281	–	–	0.05%	108
2022 Q2	$49K	Hold	281	–	–	0.05%	110
2022 Q1	$57K	Hold	281	–	–	0.06%	112
2021 Q4	$62K	Buy	+281	New	+$57.6K	0.06%	113

Other funds holding DEO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return