IFP 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 | $165K | Buy |
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|
2025
Q2 | $142K | Buy |
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|
2025
Q1 | $135K | Buy |
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|
2024
Q4 | $157K | Buy |
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|
2024
Q3 | $122K | Sell |
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|
2024
Q2 | $164K | Buy |
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|
2024
Q1 | $192K | Sell |
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|
2023
Q4 | $192K | Sell |
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|
2023
Q3 | $216K | Buy |
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|
2023
Q2 | $89.8K | Sell |
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|
2023
Q1 | $67.1K | Sell |
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|
2022
Q4 | $186K | Sell |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $160K | Hold |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $88K | Buy |
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|
2021
Q3 | $64K | Buy |
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|
2021
Q2 | $55K | Hold |
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|
2021
Q1 | $46K | Sell |
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|
2020
Q4 | $47K | Sell |
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|
2020
Q3 | $70K | Buy |
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|
2020
Q2 | $62K | Buy |
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|
2020
Q1 | $43K | Sell |
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|
2019
Q4 | $68K | Sell |
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|
2019
Q3 | $67K | Buy |
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|
2019
Q1 | $17K | Sell |
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|
2018
Q4 | $236K | Sell |
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|
2018
Q3 | $322K | Sell |
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|
2018
Q2 | $442K | Sell |
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|
2018
Q1 | $509K | Hold |
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|
2017
Q4 | $509K | Sell |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $1.12M | Buy |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $955K | Buy |
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|
2016
Q3 | $985K | Buy |
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|
2016
Q2 | $924K | Buy |
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|
2016
Q1 | $17K | Sell |
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|
2015
Q4 | $874K | Buy |
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