Diageo shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Diageo (DEO) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Diageo
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Quarterly reported holdings in Diageo by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $208k | 1.5k | 140.34 |
| 2024-03-31 | $220k | 1.5k | 148.74 |
| 2023-12-31 | $216k | 1.5k | 145.66 |
| 2023-09-30 | $221k | 1.5k | 149.18 |
| 2023-06-30 | $257k | 1.5k | 173.48 |
| 2023-03-31 | $296k | 1.6k | 181.18 |
| 2022-12-31 | $291k | 1.6k | 178.19 |
| 2022-09-30 | $248k | 1.5k | 170.10 |
| 2022-06-30 | $257k | 1.5k | 174.00 |