A detailed history of Iams Wealth Management, LLC transactions in Diageo PLC stock. As of the latest transaction made, Iams Wealth Management, LLC holds 7,362 shares of DEO stock, worth $932,544. This represents 0.69% of its overall portfolio holdings.

Number of Shares
7,362
Previous 5,858 25.67%
Holding current value
$932,544
Previous $853 Million 32.16%
% of portfolio
0.69%
Previous 0.55%

Shares

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

Apr 18, 2024

BUY
$137.5 - $154.69 $206,800 - $232,653
1,504 Added 25.67%
7,362 $1.13 Billion
Q4 2023

Feb 07, 2024

SELL
$138.93 - $159.96 $15,421 - $17,755
-111 Reduced 1.86%
5,858 $853 Million
Q3 2023

Nov 14, 2023

BUY
$148.63 - $179.68 $887,172 - $1.07 Million
5,969 New
5,969 $890 Million
Q1 2023

Oct 30, 2023

BUY
$169.46 - $187.74 $275,711 - $305,452
1,627 Added 50.78%
4,831 $875 Million
Q4 2022

Oct 27, 2023

BUY
$162.98 - $191.39 $522,187 - $613,213
3,204 New
3,204 $571 Million

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 $72.1B
  • 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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