Diageo shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Diageo (DEO) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Diageo
Tip: Access up to 7 years of quarterly data
All positions including Diageo held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Diageo by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $677k | 4.6k | 145.67 |
| 2023-09-30 | $8.0M | 54k | 149.18 |
| 2023-06-30 | $5.0M | 29k | 173.48 |
| 2023-03-31 | $9.8M | 54k | 181.18 |
| 2022-12-31 | $16M | 93k | 174.38 |
| 2022-09-30 | $23M | 91k | 250.00 |
| 2022-03-31 | $13M | 76k | 166.67 |
More positions owned by WealthPlan Investment Management
View all positions for WealthPlan Investment Management