Baker Tilly Wealth Management’s Darden Restaurants DRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,628	Closed	-$246K	–	245
2024 Q2	$246K	Sell	1,628 -3,600	-69%	-$548K	0.1%	228
2024 Q1	$874K	Buy	5,228 +16	+0.3%	+$2.66K	0.16%	143
2023 Q4	$856K	Buy	5,212 +94	+2%	+$14.2K	0.14%	158
2023 Q3	$733K	Buy	5,118 +313	+7%	+$49.6K	0.12%	170
2023 Q2	$803K	Sell	4,805 -32	-0.7%	-$5.03K	0.08%	238
2023 Q1	$751K	Buy	4,837 +2,931	+154%	+$434K	0.08%	249
2022 Q4	$264K	Sell	1,906 -53	-3%	-$7.39K	0.03%	458
2022 Q3	$247K	Buy	1,959 +11	+0.6%	+$1.38K	0.03%	439
2022 Q2	$220K	Buy	1,948 +3	+0.2%	+$375	0.03%	459
2022 Q1	$259K	Sell	1,945 -3	-0.2%	-$414	0.03%	449
2021 Q4	$293K	Buy	1,948 +3	+0.2%	+$443	0.03%	434
2021 Q3	$295K	Buy	1,945 +5	+0.3%	+$735	0.04%	421
2021 Q2	$283K	Buy	+1,940	New	+$273K	0.05%	410