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Pitti Group Wealth Management’s Diageo DEO Stock Holding History

Pitti Group Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,013
Closed -$585K – 74
2024
Q3 		$585K Hold
4,013
– – 0.64% 34
2024
Q2 		$585K Buy
4,013
+36
+0.9% +$4.96K 0.64% 34
2024
Q1 		$560K Sell
3,977
-36
-0.9% -$5.27K 0.63% 37
2023
Q4 		$585K Sell
4,013
-431
-10% -$63.6K 0.64% 34
2023
Q3 		$663K Buy
4,444
+540
+14% +$90.4K 0.76% 35
2023
Q2 		$677K Buy
3,904
+767
+24% +$137K 0.76% 35
2023
Q1 		$568K Sell
3,137
-97
-3% -$17.1K 0.63% 37
2022
Q4 		$576K Buy
3,234
+594
+23% +$104K 0.69% 37
2022
Q3 		$448K Sell
2,640
-26
-1% -$4.66K 0.62% 38
2022
Q2 		$464K Sell
2,666
-19
-0.7% -$3.61K 0.63% 38
2022
Q1 		$545K Buy
2,685
+35
+1% +$7.01K 0.64% 42
2021
Q4 		$583K Buy
+2,650
New +$543K 0.65% 44

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $7.34B AUM 26.93% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return