H&H Retirement Design & 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
$406K Sell
2025
Q2
$487K Buy
2025
Q1
$498K Hold
2024
Q4
$502K Sell
2024
Q3
$672K Sell
2024
Q2
$682K Buy
2024
Q1
$528K Buy