MWM
Moran Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Buy |
42,017
+2,598
| +7% | +$262K | 0.13% | 203 |
|
|
2025
Q1 | $4.13M | Buy |
39,419
+1,992
| +5% | +$209K | 0.14% | 201 |
|
|
2024
Q4 | $4.76M | Sell |
37,427
-2,191
| -6% | -$279K | 0.15% | 174 |
|
|
2024
Q3 | $5.56M | Sell |
39,618
-287
| -0.7% | -$40.3K | 0.17% | 160 |
|
|
2024
Q2 | $5.03M | Buy |
39,905
+2,295
| +6% | +$289K | 0.17% | 170 |
|
|
2024
Q1 | $5.59M | Buy |
37,610
+2,145
| +6% | +$319K | 0.18% | 155 |
|
|
2023
Q4 | $5.17M | Buy |
+35,465
| New | +$5.17M | 0.18% | 158 |
|