WealthPlan Investment Management’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $519K | Buy |
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|
2024
Q1 | $607K | Sell |
|
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|
2023
Q4 | $677K | Sell |
|
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|
2023
Q3 | $8M | Buy |
|
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|
2023
Q2 | $5.01M | Sell |
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|
2023
Q1 | $9.8M | Sell |
|
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|
2022
Q4 | $16.1M | Buy |
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|
2022
Q3 | $17.1M | Buy |
|
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|
2022
Q1 | $15.1M | Buy |
|