BWM
BerganKDV Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $217K | Sell |
1,301
-2
| -0.2% | -$334 | 0.02% | 224 |
|
|
2023
Q1 | $202K | Hold |
1,303
| – | – | 0.02% | 233 |
|
|
2022
Q4 | $180K | Hold |
1,303
| – | – | 0.02% | 241 |
|
|
2022
Q3 | $165K | Hold |
1,303
| – | – | 0.02% | 243 |
|
|
2022
Q2 | $147K | Buy |
1,303
+2
| +0.2% | +$226 | 0.02% | 262 |
|
|
2022
Q1 | $173K | Hold |
1,301
| – | – | 0.02% | 252 |
|
|
2021
Q4 | $196K | Sell |
1,301
-402
| -24% | -$60.6K | 0.02% | 264 |
|
|
2021
Q3 | $258K | Sell |
1,703
-48
| -3% | -$7.27K | 0.03% | 230 |
|
|
2021
Q2 | $256K | Sell |
1,751
-311
| -15% | -$45.5K | 0.03% | 224 |
|
|
2021
Q1 | $293K | Hold |
2,062
| – | – | 0.04% | 206 |
|
|
2020
Q4 | $246K | Sell |
2,062
-103
| -5% | -$12.3K | 0.03% | 204 |
|
|
2020
Q3 | $218K | Sell |
2,165
-14,534
| -87% | -$1.46M | 0.03% | 209 |
|
|
2020
Q2 | $1.27M | Buy |
16,699
+248
| +2% | +$18.8K | 0.22% | 88 |
|
|
2020
Q1 | $896K | Buy |
16,451
+1,236
| +8% | +$67.3K | 0.18% | 95 |
|
|
2019
Q4 | $1.66M | Sell |
15,215
-941
| -6% | -$103K | 0.3% | 78 |
|
|
2019
Q3 | $1.91M | Sell |
16,156
-934
| -5% | -$110K | 0.38% | 60 |
|
|
2019
Q2 | $2.08M | Sell |
17,090
-2,414
| -12% | -$294K | 0.41% | 53 |
|
|
2019
Q1 | $2.37M | Buy |
19,504
+827
| +4% | +$100K | 0.48% | 41 |
|
|
2018
Q4 | $1.87M | Buy |
18,677
+361
| +2% | +$36K | 0.44% | 44 |
|
|
2018
Q3 | $2.04M | Sell |
18,316
-936
| -5% | -$104K | 0.44% | 40 |
|
|
2018
Q2 | $2.06M | Sell |
19,252
-32
| -0.2% | -$3.43K | 0.46% | 35 |
|
|
2018
Q1 | $1.64M | Sell |
19,284
-94
| -0.5% | -$8.01K | 0.45% | 44 |
|
|
2017
Q4 | $1.86M | Sell |
19,378
-172
| -0.9% | -$16.5K | 0.44% | 34 |
|
|
2017
Q3 | $1.54M | Sell |
19,550
-377
| -2% | -$29.7K | 0.39% | 47 |
|
|
2017
Q2 | $1.8M | Sell |
19,927
-797
| -4% | -$72.1K | 0.51% | 27 |
|
|
2017
Q1 | $1.73M | Buy |
20,724
+1,548
| +8% | +$130K | 0.52% | 27 |
|
|
2016
Q4 | $1.39M | Buy |
19,176
+2,121
| +12% | +$154K | 0.46% | 41 |
|
|
2016
Q3 | $1.05M | Buy |
+17,055
| New | +$1.05M | 0.36% | 52 |
|