PWAG
Polaris Wealth Advisory Group’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.79M | Sell |
18,716
-1,757
| -9% | -$262K | 0.21% | 95 |
|
|
2023
Q2 | $3.55M | Sell |
20,473
-773
| -4% | -$134K | 0.27% | 84 |
|
|
2023
Q1 | $3.85M | Sell |
21,246
-1,640
| -7% | -$297K | 0.28% | 82 |
|
|
2022
Q4 | $4.17M | Buy |
+22,886
| New | +$4.17M | 0.31% | 78 |
|