Diageo shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Diageo (DEO) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Diageo
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Quarterly reported holdings in Diageo by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 14k | 137.39 |
| 2023-12-31 | $5.6M | 13k | 431.83 |
| 2023-09-30 | $2.0M | 13k | 153.39 |
| 2023-06-30 | $2.3M | 13k | 173.48 |
| 2023-03-31 | $2.5M | 13k | 182.98 |
| 2022-12-31 | $2.3M | 13k | 175.95 |
| 2022-09-30 | $2.1M | 13k | 168.61 |
| 2022-06-30 | $2.2M | 13k | 171.78 |
| 2022-03-31 | $2.5M | 12k | 205.15 |
| 2021-12-31 | $2.7M | 12k | 220.88 |
| 2021-09-30 | $2.3M | 12k | 192.96 |