LWM
DEO icon

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 $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $7.34B AUM 26.93% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return