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Marks Group Wealth Management, Inc

SEC CIK
0001802473
Latest filing
Jul 27, 2026

DEO holding history

Diageo PLC in every 13F filed by Marks Group Wealth Management, Inc, 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 Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of DEO by Marks Group Wealth Management, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−3,041−100.0%Sold outHolders
Q1 20243,041$452.3K<0.1%−1,167−27.7%ReducedHolders
Q4 20234,208$612.9K0.1%−320−7.1%ReducedHolders
Q3 20234,528$675.5K0.1%−642−12.4%ReducedHolders
Q2 20235,170$896.9K0.1%−75−1.4%ReducedHolders
Q1 20235,245$950.3K0.1%−112−2.1%ReducedHolders
Q4 20225,357$954.6K0.1%−386−6.7%ReducedHolders
Q3 20225,743$975.0K0.1%−2,481−30.2%ReducedHolders
Q2 20228,224$1.43M0.2%+26+0.3%AddedHolders
Q1 20228,198$1.67M0.2%+1,738+26.9%AddedHolders
Q4 20216,460$1.43M0.2%+2,820+77.5%AddedHolders
Q3 20213,640$701.0K0.1%+2,115+138.7%AddedHolders
Q2 20211,525$290.0K<0.1%+215+16.4%AddedHolders
Q1 20211,310$217.0K<0.1%––Holders

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