A detailed history of Three Bridge Wealth Advisors, LLC transactions in Diageo PLC stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 5,031 shares of DEO stock, worth $601,908. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,031
Previous 5,462 7.89%
Holding current value
$601,908
Previous $812,000 21.92%
% of portfolio
0.25%
Previous 0.33%

Shares

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

Aug 14, 2024

SELL
$126.08 - $149.08 $54,340 - $64,253
-431 Reduced 7.89%
5,031 $634,000
Q1 2024

May 14, 2024

BUY
$137.5 - $154.69 $206,937 - $232,808
1,505 Added 38.03%
5,462 $812,000
Q4 2023

Feb 08, 2024

BUY
$138.93 - $159.96 $549,746 - $632,961
3,957 New
3,957 $576,000

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 $68.1B
  • 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
Track This Portfolio

Track Three Bridge Wealth Advisors, LLC Portfolio

Follow Three Bridge Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Three Bridge Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.