PWAM
Pinnacle West Asset Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
3,215
-25
| -0.8% | -$2.52K | 0.22% | 89 |
|
|
2025
Q1 | $340K | Buy |
3,240
+100
| +3% | +$10.5K | 0.25% | 87 |
|
|
2024
Q4 | $399K | Buy |
3,140
+325
| +12% | +$41.3K | 0.29% | 81 |
|
|
2024
Q3 | $395K | Buy |
2,815
+225
| +9% | +$31.6K | 0.28% | 83 |
|
|
2024
Q2 | $327K | Buy |
2,590
+90
| +4% | +$11.4K | 0.25% | 83 |
|
|
2024
Q1 | $372K | Buy |
2,500
+65
| +3% | +$9.67K | 0.3% | 80 |
|
|
2023
Q4 | $355K | Buy |
2,435
+205
| +9% | +$29.9K | 0.3% | 83 |
|
|
2023
Q3 | $333K | Buy |
2,230
+95
| +4% | +$14.2K | 0.33% | 77 |
|
|
2023
Q2 | $370K | Hold |
2,135
| – | – | 0.36% | 78 |
|
|
2023
Q1 | $387K | Buy |
+2,135
| New | +$387K | 0.4% | 76 |
|