West Financial Advisors’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 | – | Sell |
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|
2025
Q2 | $4.13K | Hold |
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|
2025
Q1 | $4.3K | Hold |
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|
2024
Q4 | $5.21K | Hold |
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|
2024
Q3 | $5.75K | Hold |
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|
2024
Q2 | $5.17K | Hold |
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|
2024
Q1 | $6.1K | Hold |
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|
2023
Q4 | $5.97K | Hold |
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|
2023
Q3 | $6.12K | Hold |
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|
2023
Q2 | $7.11K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $43K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $36K | Buy |
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