SWA
SOA Wealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.6K | Buy |
611
+8
| +1% | +$807 | 0.01% | 331 |
|
|
2025
Q1 | $63.2K | Sell |
603
-19
| -3% | -$1.99K | 0.01% | 308 |
|
|
2024
Q4 | $79.1K | Buy |
622
+11
| +2% | +$1.4K | 0.01% | 277 |
|
|
2024
Q3 | $85.7K | Sell |
611
-73
| -11% | -$10.2K | 0.02% | 260 |
|
|
2024
Q2 | $86.2K | Sell |
684
-358
| -34% | -$45.1K | 0.02% | 256 |
|
|
2024
Q1 | $155K | Sell |
1,042
-118
| -10% | -$17.6K | 0.03% | 203 |
|
|
2023
Q4 | $169K | Buy |
1,160
+17
| +1% | +$2.48K | 0.04% | 191 |
|
|
2023
Q3 | $170K | Hold |
1,143
| – | – | 0.04% | 180 |
|
|
2023
Q2 | $198K | Buy |
1,143
+9
| +0.8% | +$1.56K | 0.05% | 162 |
|
|
2023
Q1 | $205K | Hold |
1,134
| – | – | 0.05% | 150 |
|
|
2022
Q4 | $202K | Buy |
1,134
+14
| +1% | +$2.49K | 0.05% | 148 |
|
|
2022
Q3 | $190K | Hold |
1,120
| – | – | 0.06% | 147 |
|
|
2022
Q2 | $195K | Sell |
1,120
-11
| -1% | -$1.92K | 0.06% | 147 |
|
|
2022
Q1 | $229K | Hold |
1,131
| – | – | 0.06% | 147 |
|
|
2021
Q4 | $247K | Buy |
1,131
+13
| +1% | +$2.84K | 0.06% | 142 |
|
|
2021
Q3 | $215K | Buy |
1,118
+2
| +0.2% | +$385 | 0.06% | 147 |
|
|
2021
Q2 | $214K | Buy |
1,116
+99
| +10% | +$19K | 0.06% | 149 |
|
|
2021
Q1 | $167K | Hold |
1,017
| – | – | 0.05% | 152 |
|
|
2020
Q4 | $167K | Buy |
+1,017
| New | +$167K | 0.05% | 143 |
|