Number of Shares
161,696.00
Current Holdings Value*
$16.94 Mil
% of Portfolio
0.32%
Total Estimate Gain
$-1.67 Mil
% of Total Estimate Gain
-9.02%

Crestwood Advisors Group, LLC's Diageo PLC Holding Summary

As of 2025-03-31, Crestwood Advisors Group, LLC held 161,696.00 shares of Diageo PLC(DEO), totaling $16.94 Mil. This investment constitutes 0.32% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 0.03% of the outstanding Diageo PLC(DEO) stock.

The initial trade took place in 2015Q2. And since then Crestwood Advisors Group, LLC has made 2 purchases of DEO, at an average price of $113.03, for a total of 163,421.00 shares. In addition, there have been 1 sales at an average price of $111.08 for 1,725.00 shares. Based on historical transaction data and DEO's current price of $102.75, Crestwood Advisors Group, LLC's estimated gain on his DEO holdings is $-1.67 Mil, reflecting a -9.02% gain to date.

Crestwood Advisors Group, LLC DEO ($102.75) Holding Chart

Crestwood Advisors Group, LLC DEO ($102.75) 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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