Perigon 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 | $253K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $254K | Sell |
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|
2024
Q2 | $300K | Sell |
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|
2024
Q1 | $387K | Buy |
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|
2023
Q4 | $241K | Buy |
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|
2023
Q3 | $205K | Buy |
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|
2023
Q2 | $222K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $47K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $15K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $117K | Sell |
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|
2016
Q4 | $173K | Buy |
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|
2016
Q3 | $89K | Buy |
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|
2016
Q2 | $68K | Hold |
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|
2016
Q1 | $65K | Buy |
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