Diageo shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Diageo (DEO) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Diageo
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Quarterly reported holdings in Diageo by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $298k | 3.1k | 95.43 |
| 2025-03-31 | $343k | 3.3k | 104.80 |
| 2024-12-31 | $374k | 2.9k | 127.15 |
| 2024-09-30 | $296k | 2.1k | 140.37 |
| 2024-03-31 | $331k | 2.2k | 148.73 |
| 2023-12-31 | $212k | 1.5k | 145.65 |
| 2023-06-30 | $256k | 1.5k | 173.53 |
| 2023-03-31 | $270k | 1.5k | 181.21 |
| 2022-12-31 | $292k | 1.6k | 178.21 |
| 2022-03-31 | $253k | 1.2k | 202.72 |
| 2021-12-31 | $249k | 1.1k | 220.35 |
| 2019-03-31 | $102k | 624 | 163.46 |
| 2018-12-31 | $73k | 513 | 142.30 |
| 2018-09-30 | $55k | 389 | 141.39 |
| 2018-06-30 | $51k | 344 | 148.26 |
| 2018-03-31 | $38k | 270 | 140.74 |
| 2017-12-31 | $42k | 293 | 143.34 |