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Liberty Wealth Management’s Diageo DEO Stock Holding History

Liberty Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,521
Closed -$213K – 228
2024
Q3 		$213K Buy
+1,521
New +$198K 0.04% 200
2023
Q3 		– Sell
-1,198
Closed -$208K – 178
2023
Q2 		$208K Sell
1,198
-23
-2% -$4.11K 0.05% 180
2023
Q1 		$221K Buy
+1,221
New +$215K 0.05% 209
2022
Q3 		$209K Buy
1,234
+32
+3% +$5.74K 0.06% 139
2022
Q2 		$209K Buy
1,202
+73
+6% +$13.9K 0.08% 133
2022
Q1 		$229K Buy
+1,129
New +$226K 0.08% 130
2021
Q4 		– Sell
-1,143
Closed -$234K – 145
2021
Q3 		$222K Buy
1,143
+95
+9% +$18.4K 0.08% 147
2021
Q2 		$201K Buy
1,048
+18
+2% +$3.35K 0.08% 132
2021
Q1 		$165K Hold
1,030
– – 0.08% 128
2020
Q4 		$165K Buy
1,030
+31
+3% +$4.62K 0.08% 127
2020
Q3 		$137K Hold
999
– – 0.08% 126
2020
Q2 		$134K Buy
999
+17
+2% +$2.33K 0.09% 120
2020
Q1 		$125K Hold
982
– – 0.11% 119
2019
Q4 		$165K Buy
982
+331
+51% +$53.8K 0.13% 119
2019
Q3 		$107K Sell
651
-288
-31% -$48.2K 0.1% 140
2019
Q2 		$162K Buy
939
+393
+72% +$66.1K 0.14% 120
2019
Q1 		$89K Sell
546
-4
-0.7% -$610 0.07% 150
2018
Q4 		$78K Buy
+550
New +$77.4K 0.06% 148

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Liberty Wealth Management's DEO Position: Q4 2024 in Review

Liberty Wealth Management sold out of Diageo (DEO) in Q4 2024, closing a stake of 1,521 shares — an estimated $213K sold.

Liberty Wealth Management first reported a position in DEO in Q4 2018 and held it in 18 quarters. The position peaked at $229K in Q1 2022. 970 funds tracked by Wall St. Rank hold DEO as of Q4 2024.

  • Liberty Wealth Management reported no remaining Diageo position as of Q4 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 1,521 Diageo shares in Q4 2024, an estimated $213K.
  • Liberty Wealth Management first reported a position in Diageo in Q4 2018 and held it in 18 quarters.
  • Liberty Wealth Management's Diageo position peaked at $229K in Q1 2022.
  • 970 funds tracked by Wall St. Rank held Diageo as of Q4 2024.

Based on Liberty Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.