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Baldwin Wealth Partners’s Darden Restaurants DRI Stock Holding History

Baldwin Wealth Partners’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18
Closed -$2.72K – 1109
2024
Q2 		$2.72K Buy
+18
New +$2.74K ﹤0.01% 640

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RJA
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JP Morgan Chase
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Newport Trust Company
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Baldwin Wealth Partners's DRI Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Darden Restaurants (DRI) in Q3 2024, closing a stake of 18 shares — an estimated $2.72K sold.

Baldwin Wealth Partners first reported a position in DRI in Q2 2024 and held it in 1 quarter. The position peaked at $2.72K in Q2 2024. 884 funds tracked by Wall St. Rank hold DRI as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Darden Restaurants position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 18 Darden Restaurants shares in Q3 2024, an estimated $2.72K.
  • Baldwin Wealth Partners first reported a position in Darden Restaurants in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Darden Restaurants position peaked at $2.72K in Q2 2024.
  • 884 funds tracked by Wall St. Rank held Darden Restaurants as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.