Avitas Wealth Management LLC
- SEC CIK
- 0001734565
- Latest filing
- Jan 27, 2025
DEO holding history
Diageo PLC in every 13F filed by Avitas Wealth Management LLC, 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 Q4 2024 holdings
- Shares (Q2 2023)
- 0
- Sold out in Q2 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2023 | 0 | $0 | 0.0% | −11,184−100.0% | Sold out | Holders |
| Q1 2023 | 11,184 | $2.03M | 0.4% | −85−0.8% | Reduced | Holders |
| Q4 2022 | 11,269 | $2.01M | 0.4% | −50−0.4% | Reduced | Holders |
| Q3 2022 | 11,319 | $1.92M | 0.4% | +107+1.0% | Added | Holders |
| Q2 2022 | 11,212 | $1.95M | 0.4% | +11,212 | New | Holders |