SAG
SageView Advisory Group’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Sell |
5,315
-135
| -2% | -$14.1K | 0.02% | 353 |
|
|
2025
Q1 | $571K | Buy |
5,450
+89
| +2% | +$9.33K | 0.02% | 321 |
|
|
2024
Q4 | $682K | Buy |
5,361
+351
| +7% | +$44.6K | 0.03% | 285 |
|
|
2024
Q3 | $703K | Sell |
5,010
-1,420
| -22% | -$199K | 0.04% | 245 |
|
|
2024
Q2 | $811K | Buy |
6,430
+763
| +13% | +$96.2K | 0.04% | 253 |
|
|
2024
Q1 | $843K | Sell |
5,667
-2,002
| -26% | -$298K | 0.04% | 224 |
|
|
2023
Q4 | $1.11M | Buy |
7,669
+5,345
| +230% | +$773K | 0.05% | 237 |
|
|
2023
Q3 | $347K | Sell |
2,324
-49
| -2% | -$7.31K | 0.02% | 393 |
|
|
2023
Q2 | $412K | Buy |
2,373
+326
| +16% | +$56.6K | 0.02% | 381 |
|
|
2023
Q1 | $371K | Sell |
2,047
-6
| -0.3% | -$1.09K | 0.02% | 354 |
|
|
2022
Q4 | $366K | Buy |
+2,053
| New | +$366K | 0.03% | 293 |
|