A detailed history of Jeppson Wealth Management, LLC transactions in Diageo PLC stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 1,716 shares of DEO stock, worth $217,794. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,716
Previous 1,716 -0.0%
Holding current value
$217,794
Previous $216,000 11.11%
% of portfolio
0.09%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$126.08 - $149.08 $17,651 - $20,871
-140 Reduced 7.54%
1,716 $216,000
Q1 2024

Apr 17, 2024

SELL
$137.5 - $154.69 $17,875 - $20,109
-130 Reduced 6.55%
1,856 $276,000
Q4 2023

Jan 11, 2024

BUY
$138.93 - $159.96 $15,421 - $17,755
111 Added 5.92%
1,986 $289,000
Q2 2023

Jul 31, 2023

SELL
$167.1 - $189.25 $1,002 - $1,135
-6 Reduced 0.32%
1,875 $325,000
Q1 2023

Apr 27, 2023

SELL
$169.46 - $187.74 $16,946 - $18,774
-100 Reduced 5.05%
1,881 $340,000
Q3 2022

Oct 20, 2022

SELL
$46.05 - $192.22 $921 - $3,844
-20 Reduced 1.0%
1,981 $336,000
Q2 2022

Aug 03, 2022

BUY
$167.67 - $211.86 $91,380 - $115,463
545 Added 37.43%
2,001 $348,000
Q1 2022

Apr 27, 2022

BUY
$175.64 - $222.11 $1,053 - $1,332
6 Added 0.41%
1,456 $295,000
Q3 2021

Nov 17, 2021

SELL
$187.28 - $201.76 $2,809 - $3,026
-15 Reduced 1.02%
1,450 $279,000
Q1 2021

May 19, 2021

SELL
$154.26 - $169.51 $2,776 - $3,051
-18 Reduced 1.21%
1,465 $240,000
Q4 2020

Mar 05, 2021

SELL
$130.18 - $163.22 $5,207 - $6,528
-40 Reduced 2.63%
1,483 $236,000
Q3 2020

Nov 19, 2020

BUY
$127.94 - $149.93 $194,852 - $228,343
1,523 New
1,523 $210,000

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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