TWM
Tanager Wealth Management’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
34,053
+60
| +0.2% | +$6.05K | 0.41% | 35 |
|
|
2025
Q1 | $3.62M | Buy |
33,993
+13
| +0% | +$1.38K | 0.47% | 31 |
|
|
2024
Q4 | $4.32M | Sell |
33,980
-1
| -0% | -$127 | 0.56% | 30 |
|
|
2024
Q3 | $4.85M | Sell |
33,981
-14
| -0% | -$2K | 0.65% | 27 |
|
|
2024
Q2 | $4.29M | Buy |
33,995
+17
| +0.1% | +$2.14K | 0.64% | 28 |
|
|
2024
Q1 | $5.11M | Sell |
33,978
-4,164
| -11% | -$626K | 0.83% | 24 |
|
|
2023
Q4 | $5.56M | Hold |
38,142
| – | – | 1.01% | 22 |
|
|
2023
Q3 | $5.78M | Hold |
38,142
| – | – | 1.2% | 20 |
|
|
2023
Q2 | $6.62M | Hold |
38,142
| – | – | 1.43% | 19 |
|
|
2023
Q1 | $6.97M | Buy |
38,142
+16,810
| +79% | +$3.07M | 1.65% | 20 |
|
|
2022
Q4 | $3.8M | Buy |
+21,332
| New | +$3.8M | 1.02% | 23 |
|