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First Personal Financial Services

SEC CIK
0001633869
Latest filing
Nov 1, 2024

DEO holding history

Diageo PLC in every 13F filed by First Personal Financial Services, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DEO overviewAll 13F holders of DEOFull Q3 2024 holdings

Shares (Q3 2024)
40,273
Value
$5.65M
% of portfolio
1.2%
Quarters held
15
Since Q1 2021
Holdings of DEO by First Personal Financial Services, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202440,273$5.65M1.2%−343−0.8%ReducedHolders
Q2 202440,616$5.12M1.2%+926+2.3%AddedHolders
Q1 202439,690$5.90M1.4%−403−1.0%ReducedHolders
Q4 202340,093$5.84M1.4%−4,766−10.6%ReducedHolders
Q3 202344,859$6.69M1.7%−1,028−2.2%ReducedHolders
Q2 202345,887$7.96M2.0%+600+1.3%AddedHolders
Q1 202345,287$8.21M2.1%+1,268+2.9%AddedHolders
Q4 202244,019$7.84M2.1%−2,080−4.5%ReducedHolders
Q3 202246,099$7.83M2.3%+724+1.6%AddedHolders
Q2 202245,375$7.90M2.2%+645+1.4%AddedHolders
Q1 202244,730$9.09M2.1%+4,506+11.2%AddedHolders
Q4 202140,224$8.86M2.0%+218+0.5%AddedHolders
Q3 202140,006$7.72M1.9%+4,085+11.4%AddedHolders
Q2 202135,921$6.89M1.8%−188−0.5%ReducedHolders
Q1 202136,109$5.93M1.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.