Heritage Wealth Advisors’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 | $390K | Sell |
|
|||||
|
2025
Q2 | $426K | Hold |
|
|||||
|
2025
Q1 | $442K | Sell |
|
|||||
|
2024
Q4 | $588K | Hold |
|
|||||
|
2024
Q3 | $649K | Sell |
|
|||||
|
2024
Q2 | $766K | Sell |
|
|||||
|
2024
Q1 | $903K | Sell |
|
|||||
|
2023
Q4 | $891K | Buy |
|
|||||
|
2023
Q3 | $848K | Buy |
|
|||||
|
2023
Q2 | $839K | Hold |
|
|||||
|
2023
Q1 | $876K | Sell |
|
|||||
|
2022
Q4 | $887K | Hold |
|
|||||
|
2022
Q3 | $845K | Hold |
|
|||||
|
2022
Q2 | $867K | Hold |
|
|||||
|
2022
Q1 | $1.01M | Hold |
|
|||||
|
2021
Q4 | $1.1M | Hold |
|
|||||
|
2021
Q3 | $961K | Hold |
|
|||||
|
2021
Q2 | $954K | Sell |
|
|||||
|
2021
Q1 | $900K | Hold |
|
|||||
|
2020
Q4 | $870K | Hold |
|
|||||
|
2020
Q3 | $754K | Hold |
|
|||||
|
2020
Q2 | $736K | Hold |
|
|||||
|
2020
Q1 | $696K | Sell |
|
|||||
|
2019
Q4 | $931K | Buy |
|
|||||
|
2019
Q3 | $850K | Buy |
|
|||||
|
2019
Q2 | $586K | Buy |
|
|||||
|
2019
Q1 | $516K | Sell |
|
|||||
|
2018
Q4 | $447K | Hold |
|
|||||
|
2018
Q3 | $446K | Sell |
|
|||||
|
2018
Q2 | $459K | Hold |
|
|||||
|
2018
Q1 | $433K | Hold |
|
|||||
|
2017
Q4 | $467K | Buy |
|
|||||
|
2017
Q3 | $218K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $203K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $290K | Sell |
|
|||||
|
2016
Q2 | $365K | Hold |
|
|||||
|
2016
Q1 | $349K | Hold |
|
|||||
|
2015
Q4 | $353K | Buy |
|
|||||
|
2015
Q3 | $288K | Hold |
|
|||||
|
2015
Q2 | $311K | Hold |
|
|||||
|
2015
Q1 | $296K | Hold |
|
|||||
|
2014
Q4 | $305K | Buy |
|