Marcum Wealth’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $349K | Buy |
|
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|
2024
Q2 | $262K | Sell |
|
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|
2024
Q1 | $319K | Buy |
|
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|
2023
Q4 | $245K | Sell |
|
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|
2023
Q3 | $350K | Sell |
|
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|
2023
Q2 | $419K | Sell |
|
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|
2023
Q1 | $469K | Buy |
|
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|
2022
Q4 | $395K | Buy |
|
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|
2022
Q3 | $366K | Sell |
|
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|
2022
Q2 | $376K | Buy |
|
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|
2022
Q1 | $395K | Buy |
|
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|
2021
Q4 | $410K | Sell |
|
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|
2021
Q3 | $375K | Sell |
|
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|
2021
Q2 | $407K | Buy |
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|
2021
Q1 | $340K | Buy |
|