SOA 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
Q3 | $34.1K | Sell |
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|
2025
Q2 | $61.6K | Buy |
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|
2025
Q1 | $63.2K | Sell |
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|
2024
Q4 | $79.1K | Buy |
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|
2024
Q3 | $85.7K | Sell |
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|
2024
Q2 | $86.2K | Sell |
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|
2024
Q1 | $155K | Sell |
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|
2023
Q4 | $169K | Buy |
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|
2023
Q3 | $170K | Hold |
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|
2023
Q2 | $198K | Buy |
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|
2023
Q1 | $205K | Hold |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $195K | Sell |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $215K | Buy |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | $167K | Hold |
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|
2020
Q4 | $167K | Buy |
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