AEPWM
Atlantic Edge Private Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
11,591
-469
| -4% | -$102K | 0.69% | 41 |
|
|
2025
Q1 | $2.51M | Buy |
12,060
+80
| +0.7% | +$16.6K | 0.77% | 35 |
|
|
2024
Q4 | $2.24M | Sell |
11,980
-94
| -0.8% | -$17.5K | 0.69% | 38 |
|
|
2024
Q3 | $1.98M | Buy |
12,074
+421
| +4% | +$69.1K | 0.6% | 43 |
|
|
2024
Q2 | $1.76M | Sell |
11,653
-67
| -0.6% | -$10.1K | 0.59% | 42 |
|
|
2024
Q1 | $1.96M | Buy |
11,720
+590
| +5% | +$98.6K | 0.67% | 39 |
|
|
2023
Q4 | $1.83M | Buy |
+11,130
| New | +$1.83M | 0.74% | 36 |
|