Baker Tilly Wealth Management’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,628
| Closed | -$246K | – | 245 |
|
|
2024
Q2 | $246K | Sell |
1,628
-3,600
| -69% | -$545K | 0.1% | 228 |
|
|
2024
Q1 | $874K | Buy |
5,228
+16
| +0.3% | +$2.67K | 0.16% | 143 |
|
|
2023
Q4 | $856K | Buy |
5,212
+94
| +2% | +$15.4K | 0.14% | 158 |
|
|
2023
Q3 | $733K | Buy |
5,118
+313
| +7% | +$44.8K | 0.12% | 170 |
|
|
2023
Q2 | $803K | Sell |
4,805
-32
| -0.7% | -$5.35K | 0.08% | 238 |
|
|
2023
Q1 | $751K | Buy |
4,837
+2,931
| +154% | +$455K | 0.08% | 249 |
|
|
2022
Q4 | $264K | Sell |
1,906
-53
| -3% | -$7.33K | 0.03% | 457 |
|
|
2022
Q3 | $247K | Buy |
1,959
+11
| +0.6% | +$1.39K | 0.03% | 438 |
|
|
2022
Q2 | $220K | Buy |
1,948
+3
| +0.2% | +$339 | 0.03% | 459 |
|
|
2022
Q1 | $259K | Sell |
1,945
-3
| -0.2% | -$399 | 0.03% | 449 |
|
|
2021
Q4 | $293K | Buy |
1,948
+3
| +0.2% | +$451 | 0.03% | 434 |
|
|
2021
Q3 | $295K | Buy |
1,945
+5
| +0.3% | +$758 | 0.04% | 421 |
|
|
2021
Q2 | $283K | Buy |
+1,940
| New | +$283K | 0.05% | 410 |
|