LWA
Lantern Wealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
+2,200
| New | +$222K | 0.13% | 134 |
|
|
2024
Q4 | $286K | Buy |
2,252
+52
| +2% | +$6.61K | 0.19% | 103 |
|
|
2024
Q3 | $309K | Hold |
2,200
| – | – | 0.21% | 93 |
|
|
2024
Q2 | $277K | Hold |
2,200
| – | – | 0.2% | 96 |
|
|
2024
Q1 | $327K | Hold |
2,200
| – | – | 0.23% | 94 |
|
|
2023
Q4 | $320K | Buy |
+2,200
| New | +$320K | 0.25% | 85 |
|