A detailed history of Avidian Wealth Solutions, LLC transactions in Diageo PLC stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 2,508 shares of DEO stock, worth $318,641. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,508
Previous 2,972 15.61%
Holding current value
$318,641
Previous $374,000 6.15%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2024

SELL
$120.02 - $140.77 $55,689 - $65,317
-464 Reduced 15.61%
2,508 $351,000
Q2 2024

Aug 06, 2024

BUY
$126.08 - $149.08 $10,716 - $12,671
85 Added 2.94%
2,972 $374,000
Q1 2024

May 03, 2024

BUY
$137.5 - $154.69 $195,525 - $219,969
1,422 Added 97.06%
2,887 $429,000
Q4 2023

Feb 06, 2024

BUY
$138.93 - $159.96 $203,532 - $234,341
1,465 New
1,465 $213,000
Q2 2023

Aug 03, 2023

SELL
$167.1 - $189.25 $64,834 - $73,429
-388 Reduced 24.51%
1,195 $207,000
Q1 2023

May 08, 2023

SELL
$169.46 - $187.74 $20,335 - $22,528
-120 Reduced 7.05%
1,583 $286,000
Q4 2022

Feb 06, 2023

BUY
$162.98 - $191.39 $277,554 - $325,937
1,703 New
1,703 $303,000
Q1 2022

May 10, 2022

SELL
$175.64 - $222.11 $193,379 - $244,543
-1,101 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$192.75 - $221.79 $212,217 - $244,190
1,101 New
1,101 $242,000

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 $72.3B
  • 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
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.