THWM
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Taylor Hoffman Wealth Management’s Diageo DEO Stock Holding History

Taylor Hoffman Wealth Management’s Portfolio DEO Stock Details DEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-474
Closed -$64K – 175
2020
Q2 		$64K Buy
+474
New +$65K 0.04% 179
2020
Q1 		– Sell
-474
Closed -$80K – 177
2019
Q4 		$80K Hold
474
– – 0.05% 180
2019
Q3 		$78K Hold
474
– – 0.06% 177
2019
Q2 		$82K Hold
474
– – 0.07% 162
2019
Q1 		$78K Hold
474
– – 0.06% 159
2018
Q4 		$67K Buy
474
+188
+66% +$26.4K 0.06% 155
2018
Q3 		$41K Buy
286
+247
+633% +$35.5K 0.03% 193
2018
Q2 		$6K Hold
39
– – 0.01% 293
2018
Q1 		$5K Hold
39
– – ﹤0.01% 326
2017
Q4 		$6K Buy
+39
New +$5.38K 0.01% 319

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return