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Diageo shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Diageo (DEO) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Diageo

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All positions including Diageo held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Diageo by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.6M 31k 149.18
2023-06-30 $5.4M 31k 173.48
2023-03-31 $5.3M 29k 181.18
2022-12-31 $3.9M 22k 178.19
2022-09-30 $2.5M 15k 169.83
2022-06-30 $2.5M 15k 174.09
2022-03-31 $3.0M 15k 203.15
2021-12-31 $3.4M 15k 220.16
2021-09-30 $2.6M 14k 193.03
2021-06-30 $2.5M 13k 191.67
2021-03-31 $2.5M 15k 164.22
2020-12-31 $1.8M 11k 158.79
2020-09-30 $3.6M 26k 137.66
2020-06-30 $1.6M 12k 134.38
2013-03-31 $6.0k 46 130.43