TCWM
DEO icon

Total Clarity Wealth Management’s Diageo DEO Stock Holding History

Total Clarity 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
2023
Q1 		– Sell
-1,795
Closed -$320K – 196
2022
Q4 		$320K Buy
1,795
+30
+2% +$5.26K 0.16% 149
2022
Q3 		$300K Sell
1,765
-10
-0.6% -$1.79K 0.19% 153
2022
Q2 		$309K Buy
1,775
+85
+5% +$16.2K 0.16% 147
2022
Q1 		$343K Buy
1,690
+140
+9% +$28.1K 0.19% 147
2021
Q4 		$341K Hold
1,550
– – 0.15% 146
2021
Q3 		$299K Hold
1,550
– – 0.14% 157
2021
Q2 		$297K Hold
1,550
– – 0.17% 160
2021
Q1 		$255K Sell
1,550
-265
-15% -$43.4K 0.15% 148
2020
Q4 		$288K Hold
1,815
– – 0.2% 117
2020
Q3 		$250K Sell
1,815
-30
-2% -$4.14K 0.22% 107
2020
Q2 		$248K Buy
+1,845
New +$253K 0.23% 106
2020
Q1 		– Sell
-1,550
Closed -$261K – 204
2019
Q4 		$261K Buy
+1,550
New +$252K 0.2% 104

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return