Mission Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $275K | Sell |
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|
2025
Q2 | $337K | Sell |
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|
2025
Q1 | $436K | Buy |
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|
2024
Q4 | $521K | Buy |
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|
2024
Q3 | $571K | Buy |
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|
2024
Q2 | $403K | Buy |
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|
2024
Q1 | $427K | Buy |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $396K | Buy |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $543K | Buy |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q4 | $245K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $309K | Buy |
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|
2019
Q2 | $248K | Sell |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | $204K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $204K | Buy |
|
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $327K | Buy |
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|
2016
Q3 | $364K | Hold |
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|
2016
Q2 | $355K | Sell |
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|
2016
Q1 | $405K | Buy |
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|
2015
Q4 | $408K | Sell |
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|
2015
Q3 | $415K | Buy |
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|
2015
Q2 | $399K | Buy |
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