WWA
WCG Wealth Advisors’s Diageo DEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,388
| Closed | -$1.93M | – | 333 |
|
|
2025
Q1 | $1.93M | Sell |
18,388
-1,401
| -7% | -$147K | 0.15% | 145 |
|
|
2024
Q4 | $2.52M | Buy |
19,789
+642
| +3% | +$81.6K | 0.17% | 129 |
|
|
2024
Q3 | $2.69M | Sell |
19,147
-54
| -0.3% | -$7.58K | 0.18% | 128 |
|
|
2024
Q2 | $2.42M | Buy |
19,201
+6,726
| +54% | +$848K | 0.18% | 119 |
|
|
2024
Q1 | $1.86M | Buy |
+12,475
| New | +$1.86M | 0.16% | 128 |
|