WR Wealth Planners’s Diageo DEO Stock Holding History

WR Wealth Planners’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	$25.4K	Sell
2024 Q3	$38.6K	Sell
2024 Q2	$37.8K	Hold
2024 Q1	$44.6K	Buy
2023 Q4	–	Sell
2023 Q3	$44.8K	Hold
2023 Q2	$52K	Sell
2023 Q1	$56.5K	Buy