SVWAG
Sound View Wealth Advisors Group’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
10,013
-1,804
| -15% | -$182K | 0.07% | 185 |
|
|
2025
Q1 | $1.24M | Sell |
11,817
-1,533
| -11% | -$161K | 0.1% | 157 |
|
|
2024
Q4 | $1.7M | Sell |
13,350
-786
| -6% | -$99.9K | 0.14% | 131 |
|
|
2024
Q3 | $1.98M | Buy |
14,136
+331
| +2% | +$46.5K | 0.16% | 126 |
|
|
2024
Q2 | $1.74M | Sell |
13,805
-378
| -3% | -$47.7K | 0.18% | 120 |
|
|
2024
Q1 | $2.11M | Buy |
14,183
+442
| +3% | +$65.7K | 0.22% | 105 |
|
|
2023
Q4 | $2M | Sell |
13,741
-795
| -5% | -$116K | 0.22% | 111 |
|
|
2023
Q3 | $2.17M | Buy |
14,536
+302
| +2% | +$45.1K | 0.27% | 89 |
|
|
2023
Q2 | $2.47M | Sell |
14,234
-860
| -6% | -$149K | 0.32% | 72 |
|
|
2023
Q1 | $2.73M | Buy |
15,094
+1,353
| +10% | +$245K | 0.38% | 67 |
|
|
2022
Q4 | $2M | Buy |
13,741
+199
| +1% | +$29K | 0.22% | 111 |
|
|
2022
Q3 | $2.3M | Sell |
13,542
-322
| -2% | -$54.7K | 0.52% | 51 |
|
|
2022
Q2 | $2.41M | Sell |
13,864
-403
| -3% | -$70.2K | 0.51% | 54 |
|
|
2022
Q1 | $2.9M | Sell |
14,267
-31
| -0.2% | -$6.3K | 0.55% | 51 |
|
|
2021
Q4 | $3.15M | Buy |
14,298
+51
| +0.4% | +$11.2K | 0.6% | 50 |
|
|
2021
Q3 | $2.75M | Sell |
14,247
-113
| -0.8% | -$21.8K | 0.57% | 47 |
|
|
2021
Q2 | $2.75M | Sell |
14,360
-430
| -3% | -$82.4K | 0.58% | 47 |
|
|
2021
Q1 | $2.43M | Buy |
14,790
+17
| +0.1% | +$2.79K | 0.57% | 49 |
|
|
2020
Q4 | $2.35M | Sell |
14,773
-302
| -2% | -$48K | 0.57% | 48 |
|
|
2020
Q3 | $2.08M | Sell |
15,075
-2,721
| -15% | -$375K | 0.55% | 52 |
|
|
2020
Q2 | $2.39M | Buy |
17,796
+339
| +2% | +$45.6K | 0.67% | 46 |
|
|
2020
Q1 | $2.22M | Sell |
17,457
-137
| -0.8% | -$17.4K | 0.77% | 43 |
|
|
2019
Q4 | $2.96M | Buy |
17,594
+81
| +0.5% | +$13.6K | 0.84% | 41 |
|
|
2019
Q3 | $2.86M | Sell |
17,513
-1,143
| -6% | -$187K | 0.85% | 38 |
|
|
2019
Q2 | $3.22M | Buy |
+18,656
| New | +$3.22M | 0.95% | 32 |
|