Beverly Hills Private Wealth’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
$401K Sell
1,841
-183
-9% -$39.9K 0.08% 212
2025
Q1
$421K Buy
2,024
+72
+4% +$15K 0.08% 198
2024
Q4
$364K Sell
1,952
-251
-11% -$46.9K 0.07% 214
2024
Q3
$362K Sell
2,203
-463
-17% -$76K 0.07% 237
2024
Q2
$403K Sell
2,666
-183
-6% -$27.7K 0.09% 218
2024
Q1
$476K Sell
2,849
-213
-7% -$35.6K 0.11% 198
2023
Q4
$503K Sell
3,062
-215
-7% -$35.3K 0.13% 166
2023
Q3
$469K Sell
3,277
-3,298
-50% -$472K 0.14% 154
2023
Q2
$1.07M Buy
6,575
+3,370
+105% +$547K 0.18% 128
2023
Q1
$497K Buy
3,205
+503
+19% +$78K 0.15% 145
2022
Q4
$374K Buy
+2,702
New +$374K 0.16% 138