Brandywine Oak 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 | $604K | Hold |
2,773
| – | – | 0.06% | 133 |
|
2025
Q1 | $576K | Hold |
2,773
| – | – | 0.06% | 136 |
|
2024
Q4 | $518K | Hold |
2,773
| – | – | 0.05% | 146 |
|
2024
Q3 | $455K | Hold |
2,773
| – | – | 0.04% | 156 |
|
2024
Q2 | $420K | Hold |
2,773
| – | – | 0.04% | 158 |
|
2024
Q1 | $464K | Hold |
2,773
| – | – | 0.05% | 153 |
|
2023
Q4 | $456K | Hold |
2,773
| – | – | 0.05% | 155 |
|
2023
Q3 | $397K | Sell |
2,773
-427
| -13% | -$61.2K | 0.05% | 158 |
|
2023
Q2 | $535K | Hold |
3,200
| – | – | 0.06% | 149 |
|
2023
Q1 | $497K | Hold |
3,200
| – | – | 0.06% | 159 |
|
2022
Q4 | $443K | Hold |
3,200
| – | – | 0.06% | 161 |
|
2022
Q3 | $404K | Hold |
3,200
| – | – | 0.05% | 176 |
|
2022
Q2 | $361K | Hold |
3,200
| – | – | 0.05% | 208 |
|
2022
Q1 | $425K | Hold |
3,200
| – | – | 0.05% | 214 |
|
2021
Q4 | $482K | Hold |
3,200
| – | – | 0.05% | 204 |
|
2021
Q3 | $484K | Hold |
3,200
| – | – | 0.06% | 198 |
|
2021
Q2 | $467K | Buy |
3,200
+800
| +33% | +$117K | 0.05% | 199 |
|
2021
Q1 | $340K | Hold |
2,400
| – | – | 0.05% | 184 |
|
2020
Q4 | $285K | Hold |
2,400
| – | – | 0.04% | 203 |
|
2020
Q3 | $241K | Buy |
+2,400
| New | +$241K | 0.04% | 221 |
|
2020
Q1 | – | Sell |
-2,400
| Closed | -$261K | – | 226 |
|
2019
Q4 | $261K | Sell |
2,400
-2,240
| -48% | -$244K | 0.05% | 202 |
|
2019
Q3 | $548K | Buy |
4,640
+2,470
| +114% | +$292K | 0.1% | 98 |
|
2019
Q2 | $264K | Sell |
2,170
-75
| -3% | -$9.12K | 0.05% | 184 |
|
2019
Q1 | $272K | Sell |
2,245
-706
| -24% | -$85.5K | 0.06% | 176 |
|
2018
Q4 | $294K | Buy |
+2,951
| New | +$294K | 0.07% | 152 |
|