Wealthspire Advisors (New York)’s Diageo DEO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Sell |
8,297
-101
| -1% | -$10.2K | ﹤0.01% | 425 |
|
|
2025
Q1 | $880K | Sell |
8,398
-761
| -8% | -$79.7K | 0.01% | 398 |
|
|
2024
Q4 | $1.16M | Buy |
9,159
+213
| +2% | +$27.1K | 0.01% | 342 |
|
|
2024
Q3 | $1.26M | Sell |
8,946
-267
| -3% | -$37.5K | 0.01% | 328 |
|
|
2024
Q2 | $1.16M | Buy |
9,213
+51
| +0.6% | +$6.43K | 0.01% | 295 |
|
|
2024
Q1 | $1.36M | Sell |
9,162
-343
| -4% | -$51K | 0.02% | 262 |
|
|
2023
Q4 | $1.38M | Buy |
9,505
+44
| +0.5% | +$6.41K | 0.02% | 254 |
|
|
2023
Q3 | $1.41M | Buy |
9,461
+1,157
| +14% | +$173K | 0.02% | 218 |
|
|
2023
Q2 | $1.44M | Buy |
8,304
+123
| +2% | +$21.3K | 0.02% | 194 |
|
|
2023
Q1 | $1.48M | Sell |
8,181
-1,018
| -11% | -$184K | 0.03% | 187 |
|
|
2022
Q4 | $1.64M | Buy |
9,199
+760
| +9% | +$135K | 0.03% | 179 |
|
|
2022
Q3 | $1.43M | Buy |
8,439
+109
| +1% | +$18.5K | 0.03% | 181 |
|
|
2022
Q2 | $1.45M | Buy |
8,330
+7,204
| +640% | +$1.25M | 0.03% | 169 |
|
|
2022
Q1 | $229K | Sell |
1,126
-620
| -36% | -$126K | 0.01% | 391 |
|
|
2021
Q4 | $384K | Sell |
1,746
-924
| -35% | -$203K | 0.01% | 366 |
|
|
2021
Q3 | $515K | Buy |
2,670
+1,393
| +109% | +$269K | 0.01% | 350 |
|
|
2021
Q2 | $245K | Sell |
1,277
-1,023
| -44% | -$196K | 0.01% | 325 |
|
|
2021
Q1 | $378K | Sell |
2,300
-55
| -2% | -$9.04K | 0.01% | 476 |
|
|
2020
Q4 | $374K | Buy |
+2,355
| New | +$374K | 0.01% | 368 |
|
|
2020
Q2 | – | Sell |
-4,539
| Closed | -$577K | – | 331 |
|
|
2020
Q1 | $577K | Buy |
+4,539
| New | +$577K | 0.02% | 271 |
|
|
2019
Q1 | – | Sell |
-436
| Closed | -$62K | – | 230 |
|
|
2018
Q4 | $62K | Buy |
+436
| New | +$62K | 0.01% | 161 |
|