A detailed history of Soa Wealth Advisors, Llc. transactions in Diageo PLC stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1,042 shares of DEO stock, worth $133,751. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,042
Previous 1,160 10.17%
Holding current value
$133,751
Previous $168,000 8.33%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Apr 10, 2024

SELL
$137.5 - $154.69 $16,225 - $18,253
-118 Reduced 10.17%
1,042 $154,000
Q4 2023

Jan 10, 2024

BUY
$138.93 - $159.96 $2,361 - $2,719
17 Added 1.49%
1,160 $168,000
Q2 2023

Jul 07, 2023

BUY
$167.1 - $189.25 $1,503 - $1,703
9 Added 0.79%
1,143 $198,000
Q4 2022

Jan 10, 2023

BUY
$162.98 - $191.39 $2,281 - $2,679
14 Added 1.25%
1,134 $0
Q2 2022

Jul 13, 2022

SELL
$167.67 - $211.86 $1,844 - $2,330
-11 Reduced 0.97%
1,120 $195,000
Q4 2021

Jan 13, 2022

BUY
$192.75 - $221.79 $2,505 - $2,883
13 Added 1.16%
1,131 $247,000
Q3 2021

Oct 12, 2021

BUY
$187.28 - $201.76 $374 - $403
2 Added 0.18%
1,118 $215,000
Q2 2021

Jul 14, 2021

BUY
$167.44 - $195.76 $16,576 - $19,380
99 Added 9.73%
1,116 $214,000
Q4 2020

Mar 10, 2021

BUY
$130.18 - $163.22 $132,393 - $165,994
1,017 New
1,017 $167,000

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 $73.1B
  • 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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