Jamison Private Wealth Management’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
$403K Sell
2025
Q2
$506K Sell
2025
Q1
$580K Sell
2024
Q4
$721K Sell
2024
Q3
$811K Sell
2024
Q2
$786K Sell
2024
Q1
$949K Sell
2023
Q4
$953K Sell
2023
Q3
$994K Buy