BWA
BDO Wealth Advisors’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.54M | Buy |
21,210
+224
| +1% | +$37.4K | 0.41% | 55 |
|
|
2023
Q1 | $3.26M | Sell |
20,986
-854
| -4% | -$133K | 0.4% | 54 |
|
|
2022
Q4 | $3.02M | Buy |
21,840
+758
| +4% | +$105K | 0.38% | 55 |
|
|
2022
Q3 | $2.66M | Sell |
21,082
-506
| -2% | -$63.9K | 0.35% | 60 |
|
|
2022
Q2 | $2.44M | Buy |
21,588
+231
| +1% | +$26.1K | 0.3% | 67 |
|
|
2022
Q1 | $2.84M | Buy |
21,357
+1,118
| +6% | +$149K | 0.3% | 65 |
|
|
2021
Q4 | $3.05M | Buy |
20,239
+412
| +2% | +$62.1K | 0.32% | 58 |
|
|
2021
Q3 | $3M | Buy |
19,827
+1,483
| +8% | +$225K | 0.33% | 54 |
|
|
2021
Q2 | $2.68M | Buy |
18,344
+857
| +5% | +$125K | 0.3% | 62 |
|
|
2021
Q1 | $2.48M | Sell |
17,487
-603
| -3% | -$85.6K | 0.29% | 64 |
|
|
2020
Q4 | $2.16M | Buy |
18,090
+278
| +2% | +$33.1K | 0.3% | 60 |
|
|
2020
Q3 | $1.79M | Buy |
17,812
+370
| +2% | +$37.3K | 0.29% | 64 |
|
|
2020
Q2 | $1.32M | Sell |
17,442
-2,090
| -11% | -$158K | 0.23% | 78 |
|
|
2020
Q1 | $1.06M | Buy |
19,532
+4,485
| +30% | +$244K | 0.22% | 83 |
|
|
2019
Q4 | $1.64M | Sell |
15,047
-940
| -6% | -$102K | 0.42% | 51 |
|
|
2019
Q3 | $1.89M | Buy |
15,987
+203
| +1% | +$24K | 0.48% | 42 |
|
|
2019
Q2 | $1.92M | Buy |
15,784
+463
| +3% | +$56.4K | 0.52% | 45 |
|
|
2019
Q1 | $1.86M | Buy |
15,321
+701
| +5% | +$85.1K | 0.54% | 44 |
|
|
2018
Q4 | $1.46M | Buy |
14,620
+681
| +5% | +$68K | 0.5% | 44 |
|
|
2018
Q3 | $1.55M | Buy |
13,939
+23
| +0.2% | +$2.56K | 0.5% | 43 |
|
|
2018
Q2 | $1.49M | Buy |
13,916
+785
| +6% | +$84.1K | 0.51% | 39 |
|
|
2018
Q1 | $1.12M | Buy |
13,131
+806
| +7% | +$68.7K | 0.42% | 45 |
|
|
2017
Q4 | $1.18M | Buy |
12,325
+475
| +4% | +$45.6K | 0.53% | 34 |
|
|
2017
Q3 | $934K | Buy |
11,850
+685
| +6% | +$54K | 0.46% | 40 |
|
|
2017
Q2 | $1.01M | Buy |
+11,165
| New | +$1.01M | 0.44% | 41 |
|