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 |
|