Diageo shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Diageo (DEO) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Diageo
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Quarterly reported holdings in Diageo by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $989k | 7.2k | 137.44 |
| 2023-12-31 | $1.0M | 7.1k | 145.66 |
| 2023-09-30 | $1.1M | 7.4k | 149.18 |
| 2023-06-30 | $1.3M | 7.3k | 173.48 |
| 2023-03-31 | $1.3M | 7.2k | 181.18 |
| 2022-12-31 | $1.3M | 7.1k | 178.19 |
| 2022-09-30 | $1.2M | 6.9k | 169.81 |
| 2022-06-30 | $1.2M | 6.8k | 174.13 |
| 2022-03-31 | $1.4M | 6.8k | 203.13 |
| 2021-12-31 | $1.5M | 6.7k | 220.20 |
| 2021-09-30 | $1.3M | 6.5k | 193.06 |
| 2021-06-30 | $1.2M | 6.2k | 191.66 |
| 2021-03-31 | $914k | 5.6k | 164.18 |
| 2020-12-31 | $801k | 5.0k | 158.77 |