MWM
Mascoma Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.84K | Hold |
48
| – | – | ﹤0.01% | 382 |
|
|
2025
Q1 | $5.03K | Hold |
48
| – | – | ﹤0.01% | 399 |
|
|
2024
Q4 | $6.1K | Hold |
48
| – | – | ﹤0.01% | 387 |
|
|
2024
Q3 | $6.74K | Hold |
48
| – | – | ﹤0.01% | 362 |
|
|
2024
Q2 | $6.05K | Hold |
48
| – | – | ﹤0.01% | 394 |
|
|
2024
Q1 | $7.14K | Hold |
48
| – | – | ﹤0.01% | 350 |
|
|
2023
Q4 | $6.99K | Hold |
48
| – | – | ﹤0.01% | 359 |
|
|
2023
Q3 | $7.16K | Hold |
48
| – | – | ﹤0.01% | 350 |
|
|
2023
Q2 | $8.21K | Hold |
48
| – | – | ﹤0.01% | 336 |
|
|
2023
Q1 | $8.9K | Sell |
48
-50
| -51% | -$9.28K | ﹤0.01% | 418 |
|
|
2022
Q4 | $17.5K | Hold |
98
| – | – | 0.01% | 347 |
|
|
2022
Q3 | $17K | Hold |
98
| – | – | 0.01% | 339 |
|
|
2022
Q2 | $17K | Hold |
98
| – | – | 0.01% | 356 |
|
|
2022
Q1 | $20K | Hold |
98
| – | – | 0.01% | 369 |
|
|
2021
Q4 | $22K | Hold |
98
| – | – | 0.01% | 317 |
|
|
2021
Q3 | $19K | Buy |
+98
| New | +$19K | 0.01% | 299 |
|
|
2021
Q2 | – | Sell |
-98
| Closed | -$16K | – | 184 |
|
|
2021
Q1 | $16K | Buy |
+98
| New | +$16K | 0.01% | 316 |
|
|
2019
Q3 | – | Sell |
-148
| Closed | -$26K | – | 141 |
|
|
2019
Q2 | $26K | Hold |
148
| – | – | 0.02% | 210 |
|
|
2019
Q1 | $24K | Hold |
148
| – | – | 0.02% | 211 |
|
|
2018
Q4 | $21K | Hold |
148
| – | – | 0.02% | 209 |
|
|
2018
Q3 | $21K | Hold |
148
| – | – | 0.01% | 232 |
|
|
2018
Q2 | $21K | Hold |
148
| – | – | 0.01% | 216 |
|
|
2018
Q1 | $20K | Hold |
148
| – | – | 0.01% | 217 |
|
|
2017
Q4 | $21K | Sell |
148
-1,000
| -87% | -$142K | 0.01% | 212 |
|
|
2017
Q3 | $152K | Hold |
1,148
| – | – | 0.1% | 89 |
|
|
2017
Q2 | $138K | Hold |
1,148
| – | – | 0.09% | 93 |
|
|
2017
Q1 | $133K | Hold |
1,148
| – | – | 0.1% | 86 |
|
|
2016
Q4 | $119K | Buy |
+1,148
| New | +$119K | 0.09% | 92 |
|