Pinnacle Wealth Planning Services’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 | – | Sell |
|
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|
2025
Q2 | $364K | Buy |
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|
2025
Q1 | $256K | Buy |
|
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|
2024
Q4 | $301K | Sell |
|
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|
2024
Q3 | $479K | Buy |
|
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|
2024
Q2 | $362K | Sell |
|
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|
2024
Q1 | $530K | Buy |
|
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|
2023
Q4 | $462K | Buy |
|
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|
2023
Q3 | $411K | Sell |
|
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|
2023
Q2 | $484K | Buy |
|
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|
2023
Q1 | $420K | Buy |
|
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|
2022
Q4 | $305K | Sell |
|
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $392K | Buy |
|
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|
2021
Q4 | $375K | Buy |
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|
2021
Q3 | $318K | Buy |
|
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|
2021
Q2 | $312K | Buy |
|
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|
2021
Q1 | $261K | Buy |
|
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|
2020
Q4 | $227K | Buy |
|
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|
2018
Q4 | – | Sell |
|
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|
2018
Q3 | $330K | Buy |
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|
2018
Q2 | $330K | Sell |
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|
2018
Q1 | $314K | Buy |
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|
2017
Q4 | $66K | Buy |
|