KWM
Kingsview Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,539
| Closed | -$323K | – | 1106 |
|
|
2024
Q4 | $323K | Buy |
2,539
+10
| +0.4% | +$1.27K | 0.01% | 873 |
|
|
2024
Q3 | $355K | Buy |
2,529
+517
| +26% | +$72.6K | 0.01% | 821 |
|
|
2024
Q2 | $254K | Buy |
2,012
+304
| +18% | +$38.3K | 0.01% | 902 |
|
|
2024
Q1 | $254K | Buy |
1,708
+228
| +15% | +$33.9K | 0.01% | 882 |
|
|
2023
Q4 | $216K | Sell |
1,480
-230
| -13% | -$33.5K | 0.01% | 880 |
|
|
2023
Q3 | $255K | Sell |
1,710
-94
| -5% | -$14K | 0.01% | 808 |
|
|
2023
Q2 | $313K | Sell |
1,804
-34
| -2% | -$5.9K | 0.01% | 729 |
|
|
2023
Q1 | $333K | Buy |
1,838
+18
| +1% | +$3.26K | 0.01% | 677 |
|
|
2022
Q4 | $324K | Buy |
1,820
+12
| +0.7% | +$2.14K | 0.01% | 642 |
|
|
2022
Q3 | $307K | Sell |
1,808
-75
| -4% | -$12.7K | 0.01% | 629 |
|
|
2022
Q2 | $328K | Sell |
1,883
-35
| -2% | -$6.1K | 0.02% | 637 |
|
|
2022
Q1 | $390K | Sell |
1,918
-45
| -2% | -$9.14K | 0.02% | 627 |
|
|
2021
Q4 | $432K | Sell |
1,963
-156
| -7% | -$34.3K | 0.02% | 614 |
|
|
2021
Q3 | $409K | Sell |
2,119
-82
| -4% | -$15.8K | 0.02% | 605 |
|
|
2021
Q2 | $422K | Sell |
2,201
-245
| -10% | -$47K | 0.02% | 604 |
|
|
2021
Q1 | $410K | Buy |
2,446
+294
| +14% | +$49.3K | 0.02% | 557 |
|
|
2020
Q4 | $342K | Buy |
2,152
+472
| +28% | +$75K | 0.02% | 526 |
|
|
2020
Q3 | $231K | Sell |
1,680
-13
| -0.8% | -$1.79K | 0.02% | 536 |
|
|
2020
Q2 | $228K | Buy |
+1,693
| New | +$228K | 0.02% | 495 |
|
|
2020
Q1 | – | Sell |
-1,516
| Closed | -$255K | – | 481 |
|
|
2019
Q4 | $255K | Buy |
1,516
+172
| +13% | +$28.9K | 0.03% | 396 |
|
|
2019
Q3 | $220K | Sell |
1,344
-181
| -12% | -$29.6K | 0.03% | 391 |
|
|
2019
Q2 | $263K | Buy |
1,525
+259
| +20% | +$44.7K | 0.04% | 348 |
|
|
2019
Q1 | $207K | Buy |
+1,266
| New | +$207K | 0.03% | 423 |
|