BHWA
Beacon Harbor Wealth Advisors’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
1,100
| – | – | 0.06% | 67 |
|
|
2025
Q1 | $229K | Hold |
1,100
| – | – | 0.05% | 69 |
|
|
2024
Q4 | $205K | Buy |
+1,100
| New | +$205K | 0.05% | 75 |
|
|
2021
Q4 | – | Sell |
-2,400
| Closed | -$364K | – | 77 |
|
|
2021
Q3 | $364K | Hold |
2,400
| – | – | 0.13% | 60 |
|
|
2021
Q2 | $350K | Hold |
2,400
| – | – | 0.13% | 61 |
|
|
2021
Q1 | $341K | Hold |
2,400
| – | – | 0.14% | 57 |
|
|
2020
Q4 | $286K | Buy |
+2,400
| New | +$286K | 0.12% | 62 |
|