Kathleen S. Wright Associates Inc. DEO Holdings History
Kathleen S. Wright Associates Inc.'s Diageo PLC Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 940.00 shares of Diageo PLC(DEO), totaling $98,540.00. This investment constitutes 0.04% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0% of the outstanding Diageo PLC(DEO) stock.
The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 6 purchases of DEO, at an average price of $193.60, for a total of 7,930.00 shares. In addition, there have been 5 sales at an average price of $147.72 for 6,990.00 shares. Based on historical transaction data and DEO's current price of $106.08, Kathleen S. Wright Associates Inc.'s estimated gain on his DEO holdings is $-402,990.60, reflecting a -26.25% gain to date.
Kathleen S. Wright Associates Inc. DEO ($106.08) Holding Chart
Kathleen S. Wright Associates Inc. DEO ($106.08) 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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