Schrum Private Wealth Management’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 |
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|
2025
Q1 | $204K | Hold |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $490K | Buy |
|
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $289K | Buy |
|
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $338K | Sell |
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|
2023
Q1 | $384K | Hold |
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|
2022
Q4 | $378K | Hold |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $426K | Hold |
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|
2021
Q4 | $468K | Buy |
|