TBWA
Three Bridge Wealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
6,122
+328
| +6% | +$33.1K | 0.16% | 58 |
|
|
2025
Q1 | $617K | Buy |
5,794
+547
| +10% | +$58.2K | 0.21% | 51 |
|
|
2024
Q4 | $667K | Sell |
5,247
-136
| -3% | -$17.3K | 0.23% | 51 |
|
|
2024
Q3 | $768K | Buy |
5,383
+352
| +7% | +$50.2K | 0.28% | 50 |
|
|
2024
Q2 | $634K | Sell |
5,031
-431
| -8% | -$54.3K | 0.25% | 52 |
|
|
2024
Q1 | $821K | Buy |
5,462
+1,505
| +38% | +$226K | 0.32% | 45 |
|
|
2023
Q4 | $576K | Buy |
+3,957
| New | +$576K | 0.2% | 54 |
|