Curi Wealth Management, LLC Diageo PLC Transaction History

Curi Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$167.1 - $189.25 $6,684 - $7,570	-40 Reduced 3.23%	1,197 $207,000
Q1 2023 May 03, 2023	BUY	$169.46 - $187.74 $7,964 - $8,823	47 Added 3.95%	1,237 $224,000
Q4 2022 Feb 03, 2023	SELL	$162.98 - $191.39 $3,585 - $4,210	-22 Reduced 1.82%	1,190 $212,000
Q2 2022 Aug 08, 2022	BUY	$167.67 - $211.86 $2,179 - $2,754	13 Added 1.08%	1,212 $211,000
Q1 2022 May 06, 2022	BUY	$175.64 - $222.11 $41,977 - $53,084	239 Added 24.9%	1,199 $243,000
Q4 2021 Feb 09, 2022	BUY	$192.75 - $221.79 $185,040 - $212,918	960 New	960 $211,000
Q1 2021 Apr 29, 2021	SELL	$154.26 - $169.51 $128,344 - $141,032	-832 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$130.18 - $163.22 $108,309 - $135,799	832 New	832 $132,000

1,091

56.8M

259K

320K

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...

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

Stay updated on Curi Wealth Management, LLC with notifications on news.