VWA
Valued Wealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 626 |
|
|
2025
Q1 | – | Sell |
-15
| Closed | -$1.91K | – | 648 |
|
|
2024
Q4 | $1.91K | Hold |
15
| – | – | ﹤0.01% | 411 |
|
|
2024
Q3 | $2.15K | Sell |
15
-43
| -74% | -$6.15K | ﹤0.01% | 362 |
|
|
2024
Q2 | $7.32K | Hold |
58
| – | – | 0.01% | 233 |
|
|
2024
Q1 | $8.73K | Sell |
58
-16
| -22% | -$2.41K | 0.01% | 196 |
|
|
2023
Q4 | $11.2K | Buy |
+74
| New | +$11.2K | 0.01% | 110 |
|