Waverly 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 | $3.45M | Sell |
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|
2025
Q2 | $3.97M | Sell |
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|
2025
Q1 | $4.31M | Sell |
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|
2024
Q4 | $5.47M | Buy |
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|
2024
Q3 | $5.67M | Buy |
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|
2024
Q2 | $4.56M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $270K | Buy |
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|
2017
Q3 | $240K | Hold |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $210K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $211K | Sell |
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|
2016
Q2 | $206K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $6K | Buy |
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|
2014
Q1 | $1K | Sell |
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|
2013
Q4 | $19K | Buy |
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|
2013
Q3 | $13K | Buy |
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