A detailed history of Concord Wealth Partners transactions in Diageo PLC stock. As of the latest transaction made, Concord Wealth Partners holds 273 shares of DEO stock, worth $32,784. This represents 0.01% of its overall portfolio holdings.

Number of Shares
273
Holding current value
$32,784
% of portfolio
0.01%

Shares

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

Oct 24, 2024

BUY
$120.02 - $140.77 $32,765 - $38,430
273 New
273 $38,000
Q1 2024

Apr 30, 2024

BUY
$137.5 - $154.69 $18,837 - $21,192
137 Added 228.33%
197 $29,000
Q3 2023

Apr 30, 2024

BUY
$148.63 - $179.68 $8,917 - $10,780
60 New
60 $8,000
Q1 2023

Apr 26, 2023

SELL
$169.46 - $187.74 $1,525 - $1,689
-9 Reduced 13.04%
60 $10,000
Q4 2022

Jan 27, 2023

BUY
$162.98 - $191.39 $11,245 - $13,205
69 New
69 $12,000
Q1 2022

Apr 20, 2022

BUY
$175.64 - $222.11 $9,835 - $12,438
56 Added 81.16%
125 $25,000
Q4 2021

Jan 21, 2022

BUY
$192.75 - $221.79 $13,299 - $15,303
69 New
69 $15,000

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 $68.4B
  • 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 Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.