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Heritage Wealth Management (Ohio)’s Diageo DEO Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio DEO Stock Details DEO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,700
Closed -$343K – 231
2024
Q4 		$343K Hold
2,700
– – 0.11% 173
2024
Q3 		$379K Hold
2,700
– – 0.12% 161
2024
Q2 		$350K Buy
+2,700
New +$350K 0.12% 167