A detailed history of Schechter Investment Advisors, LLC transactions in Diageo PLC stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 1,855 shares of DEO stock, worth $220,207. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,855
Previous 1,611 15.15%
Holding current value
$220,207
Previous $203,000 28.08%
% of portfolio
0.03%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$120.02 - $140.77 $29,284 - $34,347
244 Added 15.15%
1,855 $260,000
Q2 2024

Aug 12, 2024

SELL
$126.08 - $149.08 $103,259 - $122,096
-819 Reduced 33.7%
1,611 $203,000
Q1 2024

May 06, 2024

BUY
$137.5 - $154.69 $93,225 - $104,879
678 Added 38.7%
2,430 $361,000
Q4 2023

Jan 17, 2024

SELL
$138.93 - $159.96 $53,626 - $61,744
-386 Reduced 18.05%
1,752 $255,000
Q3 2023

Nov 06, 2023

BUY
$148.63 - $179.68 $21,254 - $25,694
143 Added 7.17%
2,138 $318,000
Q2 2023

Jul 26, 2023

SELL
$167.1 - $189.25 $20,553 - $23,277
-123 Reduced 5.81%
1,995 $346,000
Q1 2023

Apr 28, 2023

SELL
$169.46 - $187.74 $77,443 - $85,797
-457 Reduced 17.75%
2,118 $383,000
Q4 2022

Feb 13, 2023

BUY
$162.98 - $191.39 $46,938 - $55,120
288 Added 12.59%
2,575 $458,000
Q3 2022

Nov 04, 2022

BUY
$46.05 - $192.22 $12,986 - $54,206
282 Added 14.06%
2,287 $388,000
Q2 2022

Nov 03, 2022

BUY
$167.67 - $211.86 $336,178 - $424,779
2,005 New
2,005 $349,000
Q1 2022

Nov 18, 2022

BUY
$175.64 - $222.11 $201,985 - $255,426
1,150 Added 50.28%
3,437 $698,000
Q4 2021

Dec 27, 2022

BUY
$192.75 - $221.79 $259,056 - $298,085
1,344 Added 58.77%
3,631 $800,000

Others Institutions Holding DEO

About DIAGEO PLC


  • Ticker DEO
  • Exchange OTC
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 569,436,992
  • Market Cap $67.6B
  • Description
  • Diageo plc, together with its subsidiaries, produces, markets, and sells alcoholic beverages. The company offers scotch, whisky, gin, vodka, rum, ready to drink products, raki, liqueur, wine, tequila, Canadian whisky, American whiskey, cachaca, and brandy, as well as beer, including cider and non-alcoholic products. It provides its products unde...
More about DEO
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