Ownership history in Sigma Planning Corp · 37 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp reported a position in DIAGEO P L C (DEO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 7,440 | +1,348 | +22.1% | 0.02% | $710K | $92.99 |
| 2025 Q2 | REDUCED | 6,092 | -877 | -12.6% | 0.02% | $614K | $98.27 |
| 2025 Q1 | ADDED | 6,969 | +284 | +4.2% | 0.02% | $730K | $102.11 |
| 2024 Q4 | ADDED | 6,685 | +720 | +12.1% | 0.03% | $850K | $122.04 |
| 2024 Q3 | ADDED | 5,965 | +754 | +14.5% | 0.03% | $837K | $134.72 |
| 2024 Q2 | ADDED | 5,211 | +654 | +14.4% | 0.02% | $657K | $118.75 |
| 2024 Q1 | ADDED | 4,557 | +2,867 | +169.6% | 0.02% | $678K | $140.09 |
| 2023 Q4 | REDUCED | 1,690 | -2,352 | -58.2% | 0.02% | $246K | $135.74 |
| 2023 Q3 | REDUCED | 4,042 | -569 | -12.3% | 0.02% | $603K | $139.02 |
| 2023 Q2 | REDUCED | 4,611 | -517 | -10.1% | 0.03% | $800K | $159.26 |
As of 2025 Q4 — sorted by position size