TWM
DEO icon

Tradition Wealth Management’s Diageo DEO Stock Holding History

Tradition 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
2024
Q1 		– Sell
-533
Closed -$78K – 576
2023
Q4 		$78K Buy
533
+4
+0.8% +$591 0.01% 530
2023
Q3 		$79K Buy
529
+74
+16% +$12.4K 0.01% 498
2023
Q2 		$79K Buy
455
+41
+10% +$7.32K 0.01% 508
2023
Q1 		$75K Buy
414
+376
+989% +$66.4K 0.01% 514
2022
Q4 		$7K Buy
38
+1
+3% +$175 ﹤0.01% 969
2022
Q3 		$6K Hold
37
– – ﹤0.01% 1027
2022
Q2 		$7K Hold
37
– – ﹤0.01% 891
2022
Q1 		$8K Hold
37
– – ﹤0.01% 938
2021
Q4 		$8K Hold
37
– – ﹤0.01% 952
2021
Q3 		$7K Hold
37
– – ﹤0.01% 971
2021
Q2 		$7K Buy
+37
New +$6.88K ﹤0.01% 1009

Other funds holding DEO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return