Mount Yale Investment Advisors’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $546K | Buy |
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|
2025
Q1 | $455K | Buy |
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|
2024
Q4 | $288K | Sell |
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|
2024
Q3 | $596K | Sell |
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|
2024
Q2 | $549K | Buy |
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|
2024
Q1 | $507K | Buy |
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|
2023
Q4 | $310K | Sell |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $374K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $20K | Hold |
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|
2018
Q2 | $20K | Hold |
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|
2018
Q1 | $19K | Buy |
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