Jeppson 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 | $310K | Buy |
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|
2025
Q2 | $237K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $241K | Hold |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $289K | Buy |
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|
2023
Q3 | $280K | Hold |
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|
2023
Q2 | $325K | Sell |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $279K | Sell |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $210K | Buy |
|