WIM
DEO icon

WealthPlan Investment Management’s Diageo DEO Stock Holding History

WealthPlan Investment 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
Q4 		– Sell
-1,588
Closed -$223K – 267
2024
Q3 		$223K Sell
1,588
-2,527
-61% -$328K 0.02% 233
2024
Q2 		$519K Buy
4,115
+34
+0.8% +$4.68K 0.08% 119
2024
Q1 		$607K Sell
4,081
-565
-12% -$82.7K 0.09% 114
2023
Q4 		$677K Sell
4,646
-48,967
-91% -$7.23M 0.11% 111
2023
Q3 		$8M Buy
53,613
+24,732
+86% +$4.14M 1.41% 27
2023
Q2 		$5.01M Sell
28,881
-25,214
-47% -$4.5M 1.49% 20
2023
Q1 		$9.8M Sell
54,095
-38,429
-42% -$6.78M 1.69% 15
2022
Q4 		$16.1M Buy
92,524
+1,817
+2% +$319K 1.13% 26
2022
Q3 		$17.1M Buy
+90,707
New +$16.3M 1.25% 22
2022
Q1 		$15.1M Buy
+76,015
New +$15.2M 1.05% 27

Other funds holding DEO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $7.34B AUM 26.93% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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