Guardian 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
Q2 | – | Sell |
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|
2025
Q1 | $10.4K | Hold |
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|
2024
Q4 | $12.6K | Sell |
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|
2024
Q3 | $30.6K | Hold |
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|
2024
Q2 | $27.5K | Hold |
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|
2024
Q1 | $32.4K | Sell |
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|
2023
Q4 | $41.3K | Buy |
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|
2023
Q3 | $42.1K | Hold |
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|
2023
Q2 | $49K | Hold |
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|
2023
Q1 | $51.1K | Hold |
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|
2022
Q4 | $50.2K | Buy |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $49K | Hold |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $62K | Buy |
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