SageView Advisory Group’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 | $554K | Sell |
|
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|
2025
Q1 | $571K | Buy |
|
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|
2024
Q4 | $682K | Buy |
|
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|
2024
Q3 | $703K | Sell |
|
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|
2024
Q2 | $811K | Buy |
|
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|
2024
Q1 | $843K | Sell |
|
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|
2023
Q4 | $1.11M | Buy |
|
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|
2023
Q3 | $347K | Sell |
|
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|
2023
Q2 | $412K | Buy |
|
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|
2023
Q1 | $371K | Sell |
|
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|
2022
Q4 | $366K | Buy |
|