Diageo shares owned by West Financial Advisors
Quarter-by-quarter ownership of Diageo (DEO) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Diageo
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Quarterly reported holdings in Diageo by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.1k | 13 | 86.31 |
| 2025-06-30 | $4.1k | 41 | 100.85 |
| 2025-03-31 | $4.3k | 41 | 104.80 |
| 2024-12-31 | $5.2k | 41 | 127.15 |
| 2024-09-30 | $5.8k | 41 | 140.34 |
| 2024-06-30 | $5.2k | 41 | 126.10 |
| 2024-03-31 | $6.1k | 41 | 148.76 |
| 2023-12-31 | $6.0k | 41 | 145.68 |
| 2023-09-30 | $6.1k | 41 | 149.20 |
| 2023-06-30 | $7.1k | 41 | 173.49 |
| 2022-09-30 | $38k | 225 | 168.89 |
| 2022-06-30 | $39k | 225 | 173.33 |
| 2022-03-31 | $53k | 262 | 202.29 |
| 2021-12-31 | $50k | 225 | 222.22 |
| 2021-09-30 | $43k | 225 | 191.11 |
| 2021-06-30 | $43k | 225 | 191.11 |
| 2021-03-31 | $37k | 225 | 164.44 |
| 2020-12-31 | $36k | 225 | 160.00 |