Twelve Points Wealth Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $331K | Sell |
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|
2025
Q2 | $354K | Sell |
|
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|
2025
Q1 | $368K | Sell |
|
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|
2024
Q4 | $453K | Sell |
|
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|
2024
Q3 | $550K | Sell |
|
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|
2024
Q2 | $497K | Hold |
|
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|
2024
Q1 | $586K | Sell |
|
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|
2023
Q4 | $583K | Sell |
|
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|
2023
Q3 | $771K | Sell |
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|
2023
Q2 | $989K | Sell |
|
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|
2023
Q1 | $1.1M | Buy |
|
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|
2022
Q4 | $1.07M | Sell |
|
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|
2022
Q3 | $1.03M | Buy |
|
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|
2022
Q2 | $1.06M | Sell |
|
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.4M | Buy |
|