Lantern 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
Q2
$222K Buy
2024
Q4
$286K Buy
2024
Q3
$309K Hold
2024
Q2
$277K Hold
2024
Q1
$327K Hold
2023
Q4
$320K Buy