A detailed history of Mount Yale Investment Advisors, LLC transactions in Diageo PLC stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 4,247 shares of DEO stock, worth $539,581. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,247
Previous 4,351 2.39%
Holding current value
$539,581
Previous $548,000 8.76%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Oct 23, 2024

SELL
$120.02 - $140.77 $12,482 - $14,640
-104 Reduced 2.39%
4,247 $596,000
Q2 2024

Aug 13, 2024

BUY
$126.08 - $149.08 $118,641 - $140,284
941 Added 27.6%
4,351 $548,000
Q1 2024

May 15, 2024

BUY
$137.5 - $154.69 $176,275 - $198,312
1,282 Added 60.24%
3,410 $507,000
Q4 2023

Feb 12, 2024

SELL
$138.93 - $159.96 $33,759 - $38,870
-243 Reduced 10.25%
2,128 $309,000
Q3 2023

Oct 11, 2023

BUY
$148.63 - $179.68 $20,659 - $24,975
139 Added 6.23%
2,371 $353,000
Q2 2023

Aug 14, 2023

BUY
$167.1 - $189.25 $28,239 - $31,983
169 Added 8.19%
2,232 $387,000
Q1 2023

May 11, 2023

BUY
$169.46 - $187.74 $349,595 - $387,307
2,063 New
2,063 $373,000
Q4 2018

Feb 14, 2019

SELL
$131.94 - $145.65 $18,471 - $20,391
-140 Closed
0 $0
Q1 2018

Jun 25, 2018

BUY
$132.08 - $146.12 $18,491 - $20,456
140 New
140 $19,000

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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