A detailed history of Marcum Wealth, LLC transactions in Diageo PLC stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,488 shares of DEO stock, worth $295,350. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,488
Previous 2,078 19.73%
Holding current value
$295,350
Previous $261,000 33.72%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 08, 2024

BUY
$120.02 - $140.77 $49,208 - $57,715
410 Added 19.73%
2,488 $349,000
Q2 2024

Jul 02, 2024

SELL
$126.08 - $149.08 $8,195 - $9,690
-65 Reduced 3.03%
2,078 $261,000
Q1 2024

Apr 10, 2024

BUY
$137.5 - $154.69 $63,250 - $71,157
460 Added 27.33%
2,143 $318,000
Q4 2023

Jan 10, 2024

SELL
$138.93 - $159.96 $91,693 - $105,573
-660 Reduced 28.17%
1,683 $245,000
Q3 2023

Oct 10, 2023

SELL
$148.63 - $179.68 $10,701 - $12,936
-72 Reduced 2.98%
2,343 $349,000
Q2 2023

Jul 13, 2023

SELL
$167.1 - $189.25 $28,741 - $32,551
-172 Reduced 6.65%
2,415 $418,000
Q1 2023

Apr 19, 2023

BUY
$169.46 - $187.74 $62,361 - $69,088
368 Added 16.58%
2,587 $468,000
Q4 2022

Jan 12, 2023

BUY
$162.98 - $191.39 $10,267 - $12,057
63 Added 2.92%
2,219 $0
Q3 2022

Oct 11, 2022

SELL
$46.05 - $192.22 $184 - $768
-4 Reduced 0.19%
2,156 $366,000
Q2 2022

Jul 14, 2022

BUY
$167.67 - $211.86 $36,216 - $45,761
216 Added 11.11%
2,160 $376,000
Q1 2022

Apr 20, 2022

BUY
$175.64 - $222.11 $14,402 - $18,213
82 Added 4.4%
1,944 $395,000
Q4 2021

Feb 01, 2022

SELL
$192.75 - $221.79 $15,612 - $17,964
-81 Reduced 4.17%
1,862 $410,000
Q3 2021

Nov 08, 2021

SELL
$187.28 - $201.76 $33,897 - $36,518
-181 Reduced 8.52%
1,943 $375,000
Q2 2021

Aug 10, 2021

BUY
$167.44 - $195.76 $8,539 - $9,983
51 Added 2.46%
2,124 $407,000
Q1 2021

May 11, 2021

BUY
$154.26 - $169.51 $319,780 - $351,394
2,073 New
2,073 $340,000

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 $67.6B
  • 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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