TSWM
DEO icon

Tyler-Stone Wealth Management’s Diageo DEO Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-50
Closed -$6.3K – 448
2024
Q2 		$6.3K Hold
50
– – ﹤0.01% 717
2024
Q1 		$7.44K Hold
50
– – ﹤0.01% 697
2023
Q4 		$7.28K Hold
50
– – ﹤0.01% 680
2023
Q3 		$7K Sell
50
-19
-28% -$3.18K ﹤0.01% 661
2023
Q2 		$12K Buy
+69
New +$12.3K 0.01% 564
2022
Q4 		$12K Hold
69
– – 0.01% 523
2022
Q3 		$12K Hold
69
– – 0.01% 509
2022
Q2 		$12K Buy
69
+19
+38% +$3.61K 0.01% 517
2022
Q1 		$10K Hold
50
– – 0.01% 571
2021
Q4 		$11K Buy
+50
New +$10.3K 0.01% 589

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return