A detailed history of Heron Financial Group, LLC transactions in Diageo PLC stock. As of the latest transaction made, Heron Financial Group, LLC holds 1,245 shares of DEO stock, worth $149,512. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,245
Previous 1,245 -0.0%
Holding current value
$149,512
Previous $225,000 4.44%
% of portfolio
0.12%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 19, 2023

SELL
$169.46 - $187.74 $2,372 - $2,628
-14 Reduced 1.11%
1,245 $225,000
Q4 2022

Feb 14, 2023

SELL
$162.98 - $191.39 $15,483 - $18,182
-95 Reduced 7.02%
1,259 $224,000
Q2 2022

Jul 29, 2022

SELL
$167.67 - $211.86 $2,515 - $3,177
-15 Reduced 1.1%
1,354 $236,000
Q4 2021

Feb 04, 2022

SELL
$192.75 - $221.79 $2,891 - $3,326
-15 Reduced 1.08%
1,369 $282,000
Q2 2021

Aug 16, 2021

BUY
$167.44 - $195.76 $14,232 - $16,639
85 Added 6.54%
1,384 $265,000
Q4 2020

Feb 16, 2021

BUY
$130.18 - $163.22 $169,103 - $212,022
1,299 New
1,299 $211,000
Q1 2020

Apr 23, 2020

SELL
$102.59 - $170.7 $145,267 - $241,711
-1,416 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$158.0 - $169.01 $223,728 - $239,318
1,416 New
1,416 $229,000

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
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