A detailed history of Ever Source Wealth Advisors, LLC transactions in Diageo PLC stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,478 shares of DEO stock, worth $187,779. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,478
Previous 1,492 0.94%
Holding current value
$187,779
Previous $188,000 10.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024

SELL
$120.02 - $140.77 $1,680 - $1,970
-14 Reduced 0.94%
1,478 $207,000
Q2 2024

Aug 13, 2024

SELL
$126.08 - $149.08 $24,333 - $28,772
-193 Reduced 11.45%
1,492 $188,000
Q1 2024

Jun 11, 2024

BUY
$137.5 - $154.69 $135,162 - $152,060
983 Added 140.03%
1,685 $250,000
Q4 2023

Feb 09, 2024

BUY
$138.93 - $159.96 $11,809 - $13,596
85 Added 13.78%
702 $102,000
Q3 2023

Nov 03, 2023

SELL
$148.63 - $179.68 $58,411 - $70,614
-393 Reduced 38.91%
617 $92,000
Q2 2023

Aug 04, 2023

SELL
$167.1 - $189.25 $115,299 - $130,582
-690 Reduced 40.59%
1,010 $175,000
Q1 2023

May 11, 2023

BUY
$169.46 - $187.74 $8,473 - $9,387
50 Added 3.03%
1,700 $308,000
Q4 2022

Feb 09, 2023

SELL
$162.98 - $191.39 $77,741 - $91,293
-477 Reduced 22.43%
1,650 $293,000
Q3 2022

Nov 07, 2022

SELL
$46.05 - $192.22 $14,782 - $61,702
-321 Reduced 13.11%
2,127 $362,000
Q2 2022

Aug 01, 2022

BUY
$167.67 - $211.86 $18,779 - $23,728
112 Added 4.79%
2,448 $426,000
Q1 2022

May 25, 2022

BUY
$175.64 - $222.11 $151,928 - $192,125
865 Added 58.8%
2,336 $474,000
Q4 2021

Feb 07, 2022

BUY
$192.75 - $221.79 $283,535 - $326,253
1,471 New
1,471 $324,000

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
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