Diageo shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Diageo (DEO) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Diageo
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Quarterly reported holdings in Diageo by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $28k | 200 | 140.34 |
| 2024-06-30 | $25k | 200 | 126.08 |
| 2024-03-31 | $30k | 200 | 148.74 |
| 2023-12-31 | $175k | 1.2k | 145.66 |
| 2023-09-30 | $179k | 1.2k | 149.18 |
| 2023-06-30 | $208k | 1.2k | 173.48 |
| 2023-03-31 | $217k | 1.2k | 181.18 |
| 2022-12-31 | $214k | 1.2k | 178.19 |
| 2022-09-30 | $204k | 1.2k | 170.00 |
| 2022-06-30 | $209k | 1.2k | 174.17 |
| 2022-03-31 | $244k | 1.2k | 203.33 |
| 2021-12-31 | $270k | 1.2k | 220.05 |
| 2021-09-30 | $232k | 1.2k | 193.33 |
| 2021-06-30 | $230k | 1.2k | 191.67 |
| 2021-03-31 | $197k | 1.2k | 164.17 |
| 2020-12-31 | $191k | 1.2k | 159.17 |
| 2020-09-30 | $165k | 1.2k | 137.50 |
| 2020-06-30 | $161k | 1.2k | 134.17 |
| 2020-03-31 | $153k | 1.2k | 127.50 |
| 2019-12-31 | $202k | 1.2k | 168.33 |
| 2019-09-30 | $196k | 1.2k | 163.33 |
| 2019-06-30 | $207k | 1.2k | 172.50 |
| 2019-03-31 | $196k | 1.2k | 163.33 |
| 2018-12-31 | $135k | 950 | 142.11 |
| 2018-09-30 | $135k | 950 | 142.11 |
| 2018-06-30 | $137k | 950 | 144.21 |
| 2018-03-31 | $129k | 950 | 135.79 |
| 2017-12-31 | $139k | 950 | 146.32 |
| 2017-09-30 | $225k | 1.7k | 132.35 |
| 2017-06-30 | $204k | 1.7k | 120.00 |
| 2017-03-31 | $139k | 1.2k | 115.74 |
| 2016-03-31 | $270k | 2.5k | 108.00 |
| 2015-12-31 | $376k | 3.5k | 108.99 |
| 2015-09-30 | $400k | 3.7k | 107.82 |
| 2015-06-30 | $523k | 4.5k | 115.94 |
| 2015-03-31 | $600k | 5.4k | 110.60 |
| 2014-12-31 | $585k | 5.1k | 114.15 |
| 2014-09-30 | $1.3M | 12k | 115.41 |
| 2014-06-30 | $2.7M | 21k | 127.27 |
| 2014-03-31 | $2.8M | 22k | 124.58 |
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