Icon Wealth Advisors’s Diageo DEO Stock Holding History

Icon Wealth Advisors’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 Q3	$301K	Sell
2025 Q2	$323K	Buy
2025 Q1	$229K	Buy
2024 Q4	$266K	Buy
2024 Q3	$250K	Buy
2024 Q2	$148K	Sell
2024 Q1	$349K	Sell
2023 Q4	$421K	Buy
2022 Q4	$656K	Sell
2022 Q3	$642K	Buy