Bartlett & Co 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
2025 Q2	$222K	Buy	1,016 +217	+27%	+$47.3K	﹤0.01%	431
2025 Q1	$166K	Sell	799 -163	-17%	-$33.9K	﹤0.01%	467
2024 Q4	$180K	Hold	962	–	–	﹤0.01%	458
2024 Q3	$158K	Hold	962	–	–	﹤0.01%	482
2024 Q2	$146K	Hold	962	–	–	﹤0.01%	482
2024 Q1	$161K	Hold	962	–	–	﹤0.01%	486
2023 Q4	$158K	Hold	962	–	–	﹤0.01%	504
2023 Q3	$138K	Hold	962	–	–	﹤0.01%	498
2023 Q2	$161K	Hold	962	–	–	﹤0.01%	485
2023 Q1	$149K	Hold	962	–	–	﹤0.01%	415
2022 Q4	$133K	Hold	962	–	–	﹤0.01%	434
2022 Q3	$122K	Sell	962 -14	-1%	-$1.77K	﹤0.01%	436
2022 Q2	$110K	Buy	976 +14	+1%	+$1.58K	﹤0.01%	450
2022 Q1	$128K	Buy	+962	New	+$128K	﹤0.01%	443
2021 Q4	–	Sell	-962	Closed	-$146K	–	521
2021 Q3	$146K	Sell	962 -3	-0.3%	-$454	﹤0.01%	360
2021 Q2	$141K	Sell	965 -100	-9%	-$14.6K	﹤0.01%	361
2021 Q1	$151K	Buy	1,065 +64	+6%	+$9.09K	﹤0.01%	352
2020 Q4	$119K	Buy	1,001 +3	+0.3%	+$357	﹤0.01%	386
2020 Q3	$101K	Hold	998	–	–	﹤0.01%	384
2020 Q2	$75.6K	Hold	998	–	–	﹤0.01%	421
2020 Q1	$54.4K	Hold	998	–	–	﹤0.01%	447
2019 Q4	$109K	Hold	998	–	–	﹤0.01%	396
2019 Q3	$118K	Hold	998	–	–	﹤0.01%	380
2019 Q2	$121K	Hold	998	–	–	﹤0.01%	307
2019 Q1	$121K	Hold	998	–	–	﹤0.01%	293
2018 Q4	$99.7K	Hold	998	–	–	﹤0.01%	314
2018 Q3	$111K	Hold	998	–	–	﹤0.01%	314
2018 Q2	$107K	Hold	998	–	–	﹤0.01%	319
2018 Q1	$85.1K	Buy	+998	New	+$85.1K	﹤0.01%	350