JPWM
Jamison Private Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Sell |
5,018
-515
| -9% | -$51.9K | 0.07% | 146 |
|
|
2025
Q1 | $580K | Sell |
5,533
-136
| -2% | -$14.3K | 0.09% | 135 |
|
|
2024
Q4 | $721K | Sell |
5,669
-113
| -2% | -$14.4K | 0.11% | 116 |
|
|
2024
Q3 | $811K | Sell |
5,782
-452
| -7% | -$63.4K | 0.12% | 111 |
|
|
2024
Q2 | $786K | Sell |
6,234
-144
| -2% | -$18.2K | 0.13% | 108 |
|
|
2024
Q1 | $949K | Sell |
6,378
-162
| -2% | -$24.1K | 0.16% | 103 |
|
|
2023
Q4 | $953K | Sell |
6,540
-122
| -2% | -$17.8K | 0.18% | 97 |
|
|
2023
Q3 | $994K | Buy |
+6,662
| New | +$994K | 0.21% | 91 |
|