Number of Shares
5,242.00
Current Holdings Value*
$528,620.00
% of Portfolio
0.21%
Total Estimate Gain
$-286,457.58
% of Total Estimate Gain
-20.97%

Buttonwood Financial Advisors Inc.'s Diageo PLC Holding Summary

As of 2025-06-30, Buttonwood Financial Advisors Inc. held 5,242.00 shares of Diageo PLC(DEO), totaling $528,620.00. This investment constitutes 0.21% of their stock portfolio, and Buttonwood Financial Advisors Inc. now holds 0% of the outstanding Diageo PLC(DEO) stock.

The initial trade took place in 2024Q1. And since then Buttonwood Financial Advisors Inc. has made 5 purchases of DEO, at an average price of $133.84, for a total of 10,205.00 shares. In addition, there have been 1 sales at an average price of $108.43 for 4,963.00 shares. Based on historical transaction data and DEO's current price of $103.25, Buttonwood Financial Advisors Inc.'s estimated gain on his DEO holdings is $-286,457.58, reflecting a -20.97% gain to date.

Buttonwood Financial Advisors Inc. DEO ($103.25) Holding Chart

Buttonwood Financial Advisors Inc. DEO ($103.25) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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