FirstPurpose Wealth LLC
- SEC CIK
- 0001913420
- Latest filing
- Apr 23, 2024
DEO holding history
Diageo PLC in every 13F filed by FirstPurpose Wealth 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 Q1 2024 holdings
- Shares (Q1 2024)
- 1,473
- Value
- $209.6K
- % of portfolio
- 0.1%
- Quarters held
- 4
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 1,473 | $209.6K | 0.1% | −316−17.7% | Reduced | Holders |
| Q4 2023 | 1,789 | $260.6K | 0.1% | +1,789 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −1,346−100.0% | Sold out | Holders |
| Q2 2023 | 1,346 | $233.5K | 0.1% | +55+4.3% | Added | Holders |
| Q1 2023 | 1,291 | $233.9K | 0.1% | +1,291 | New | Holders |