J.W. Cole 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 | $445K | Buy |
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|
2025
Q2 | $463K | Buy |
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|
2025
Q1 | $477K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $603K | Buy |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $332K | Buy |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $334K | Buy |
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|
2021
Q4 | $346K | Sell |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $309K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $811K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
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