Provenance Wealth Advisors’s Diageo DEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.05K Sell
2024
Q4
$64.8K Hold
2024
Q3
$71.6K Hold
2024
Q2
$64.3K Hold
2024
Q1
$75.9K Hold
2023
Q4
$74.3K Hold
2023
Q3
$76.1K Buy