Wealthspire Advisors (New York)’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 | $760K | Sell |
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|
2025
Q2 | $837K | Sell |
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|
2025
Q1 | $880K | Sell |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.43M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $229K | Sell |
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|
2021
Q4 | $384K | Sell |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $378K | Sell |
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|
2020
Q4 | $374K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $577K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $62K | Buy |
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