Strategic Wealth Partners’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 | $62.7K | Buy |
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|
2025
Q2 | $14.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $228K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $61 | Sell |
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|
2019
Q2 | $99K | Sell |
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|
2019
Q1 | $127K | Buy |
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|
2018
Q4 | $93K | Sell |
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|
2018
Q3 | $97K | Hold |
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|
2018
Q2 | $98K | Hold |
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|
2018
Q1 | $92K | Sell |
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|
2017
Q4 | $104K | Buy |
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