JFS Wealth 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 | $40.2K | Sell |
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|
2025
Q2 | $42.8K | Buy |
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|
2025
Q1 | $43.4K | Buy |
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|
2024
Q4 | $52.5K | Sell |
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|
2024
Q3 | $65K | Sell |
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|
2024
Q2 | $61.9K | Sell |
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|
2024
Q1 | $74.4K | Sell |
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|
2023
Q4 | $91.6K | Buy |
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|
2023
Q3 | $74.9K | Sell |
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|
2023
Q2 | $92.5K | Buy |
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|
2023
Q1 | $93.1K | Buy |
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|
2022
Q4 | $89.1K | Sell |
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|
2022
Q3 | $98K | Buy |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $102K | Buy |
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|
2021
Q4 | $97K | Buy |
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|
2021
Q3 | $77K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $9K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $29K | Sell |
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|
2015
Q1 | $28K | Sell |
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|
2014
Q4 | $29K | Buy |
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|
2014
Q3 | $11K | Sell |
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|
2014
Q2 | $12K | Buy |
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