AWM
Avior Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,863
| Closed | -$387K | – | 711 |
|
|
2025
Q1 | $387K | Sell |
1,863
-3
| -0.2% | -$623 | 0.01% | 480 |
|
|
2024
Q4 | $349K | Buy |
1,866
+2
| +0.1% | +$374 | 0.01% | 548 |
|
|
2024
Q3 | $306K | Sell |
1,864
-10
| -0.5% | -$1.64K | 0.01% | 583 |
|
|
2024
Q2 | $285K | Sell |
1,874
-285
| -13% | -$43.3K | 0.01% | 579 |
|
|
2024
Q1 | $361K | Buy |
2,159
+1,533
| +245% | +$256K | 0.02% | 535 |
|
|
2023
Q4 | $103K | Buy |
626
+89
| +17% | +$14.6K | 0.01% | 610 |
|
|
2023
Q3 | $76.9K | Buy |
537
+55
| +11% | +$7.88K | 0.01% | 678 |
|
|
2023
Q2 | $80.5K | Hold |
482
| – | – | 0.01% | 669 |
|
|
2023
Q1 | $74.8K | Buy |
482
+29
| +6% | +$4.5K | 0.01% | 691 |
|
|
2022
Q4 | $62.7K | Hold |
453
| – | – | ﹤0.01% | 588 |
|
|
2022
Q3 | $57K | Hold |
453
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $51K | Hold |
453
| – | – | 0.01% | 561 |
|
|
2022
Q1 | $60K | Buy |
+453
| New | +$60K | 0.01% | 569 |
|
|
2021
Q4 | – | Sell |
-3,229
| Closed | -$489K | – | 1124 |
|
|
2021
Q3 | $489K | Sell |
3,229
-2,892
| -47% | -$438K | 0.04% | 320 |
|
|
2021
Q2 | $892K | Sell |
6,121
-641
| -9% | -$93.4K | 0.09% | 197 |
|
|
2021
Q1 | $959K | Buy |
6,762
+433
| +7% | +$61.4K | 0.1% | 183 |
|
|
2020
Q4 | $753K | Sell |
6,329
-1,803
| -22% | -$215K | 0.09% | 190 |
|
|
2020
Q3 | $819K | Buy |
8,132
+6,270
| +337% | +$631K | 0.12% | 160 |
|
|
2020
Q2 | $140K | Buy |
+1,862
| New | +$140K | 0.02% | 406 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | – | – | 801 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 802 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 800 |
|
|
2019
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 771 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$7K | – | 472 |
|
|
2016
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 365 |
|