Valeo Financial Advisors’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 | $381K | Sell |
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|
2025
Q2 | $519K | Sell |
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|
2025
Q1 | $526K | Sell |
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|
2024
Q4 | $777K | Sell |
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|
2024
Q3 | $945K | Sell |
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|
2024
Q2 | $964K | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.89M | Sell |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $1.1M | Buy |
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|
2020
Q3 | $763K | Buy |
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|
2020
Q2 | $604K | Buy |
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|
2020
Q1 | $573K | Buy |
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|
2019
Q4 | $492K | Sell |
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|
2019
Q3 | $509K | Sell |
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|
2019
Q2 | $631K | Sell |
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|
2019
Q1 | $662K | Sell |
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|
2018
Q4 | $725K | Sell |
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|
2018
Q3 | $891K | Sell |
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|
2018
Q2 | $954K | Sell |
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|
2018
Q1 | $1.8M | Sell |
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|
2017
Q4 | $2.18M | Buy |
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|
2017
Q3 | $1.41M | Buy |
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