A detailed history of First Purpose Wealth LLC transactions in Diageo PLC stock. As of the latest transaction made, First Purpose Wealth LLC holds 1,473 shares of DEO stock, worth $185,715. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,473
Previous 1,789 17.66%
Holding current value
$185,715
Previous $260,000 15.77%
% of portfolio
0.08%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$137.5 - $154.69 $43,450 - $48,882
-316 Reduced 17.66%
1,473 $219,000
Q4 2023

Apr 22, 2024

BUY
$138.93 - $159.96 $248,545 - $286,168
1,789 New
1,789 $260,000
Q2 2023

Jul 21, 2023

BUY
$167.1 - $189.25 $9,190 - $10,408
55 Added 4.26%
1,346 $233,000
Q1 2023

May 03, 2023

BUY
$169.46 - $187.74 $218,772 - $242,372
1,291 New
1,291 $233,000

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 $71.8B
  • 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 First Purpose Wealth LLC Portfolio

Follow First Purpose Wealth 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 First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.