KMWM
DEO icon

Keudell/Morrison Wealth Management’s Diageo DEO Stock Holding History

Keudell/Morrison Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$442K Buy
4,385
+507
+13% +$51.1K 0.1% 132
2025
Q1 		$406K Buy
3,878
+762
+24% +$79.9K 0.1% 129
2024
Q4 		$396K Buy
3,116
+463
+17% +$58.9K 0.1% 132
2024
Q3 		$372K Buy
+2,653
New +$372K 0.1% 136