Carson Wealth (CWM LLC)’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
12,732
+5,973
| +88% | +$1.3M | 0.01% | 819 |
|
|
2025
Q1 | $1.4M | Buy |
6,759
+3,619
| +115% | +$752K | 0.01% | 974 |
|
|
2024
Q4 | $586K | Sell |
3,140
-835
| -21% | -$156K | ﹤0.01% | 1316 |
|
|
2024
Q3 | $652K | Buy |
3,975
+1,018
| +34% | +$167K | ﹤0.01% | 1211 |
|
|
2024
Q2 | $447K | Buy |
2,957
+41
| +1% | +$6.2K | ﹤0.01% | 1230 |
|
|
2024
Q1 | $487K | Buy |
2,916
+407
| +16% | +$68K | ﹤0.01% | 1152 |
|
|
2023
Q4 | $412K | Buy |
2,509
+424
| +20% | +$69.6K | ﹤0.01% | 1124 |
|
|
2023
Q3 | $299K | Buy |
2,085
+356
| +21% | +$51.1K | ﹤0.01% | 1153 |
|
|
2023
Q2 | $289K | Buy |
1,729
+222
| +15% | +$37.1K | ﹤0.01% | 1117 |
|
|
2023
Q1 | $234K | Buy |
1,507
+147
| +11% | +$22.8K | ﹤0.01% | 1141 |
|
|
2022
Q4 | $188K | Buy |
1,360
+189
| +16% | +$26.1K | ﹤0.01% | 1119 |
|
|
2022
Q3 | $148K | Sell |
1,171
-2,271
| -66% | -$287K | ﹤0.01% | 1162 |
|
|
2022
Q2 | $389K | Sell |
3,442
-119
| -3% | -$13.4K | ﹤0.01% | 810 |
|
|
2022
Q1 | $473K | Buy |
3,561
+354
| +11% | +$47K | ﹤0.01% | 745 |
|
|
2021
Q4 | $483K | Buy |
+3,207
| New | +$483K | ﹤0.01% | 736 |
|
|
2021
Q2 | $395K | Hold |
2,708
| – | – | ﹤0.01% | 718 |
|
|
2021
Q1 | $395K | Hold |
2,708
| – | – | ﹤0.01% | 718 |
|
|
2020
Q4 | $395K | Hold |
2,708
| – | – | ﹤0.01% | 718 |
|
|
2020
Q3 | $395K | Hold |
2,708
| – | – | ﹤0.01% | 718 |
|
|
2020
Q2 | $395K | Hold |
2,708
| – | – | ﹤0.01% | 718 |
|
|
2020
Q1 | $395K | Hold |
2,708
| – | – | ﹤0.01% | 718 |
|
|
2019
Q4 | $395K | Hold |
2,708
| – | – | ﹤0.01% | 718 |
|
|
2019
Q3 | $395K | Hold |
2,708
| – | – | ﹤0.01% | 718 |
|
|
2019
Q2 | $395K | Hold |
2,708
| – | – | ﹤0.01% | 718 |
|
|
2019
Q1 | $395K | Sell |
2,708
-21,017
| -89% | -$3.07M | ﹤0.01% | 718 |
|
|
2018
Q4 | $2.37M | Buy |
23,725
+20,593
| +658% | +$2.06M | 0.06% | 263 |
|
|
2018
Q3 | $348K | Buy |
3,132
+3,062
| +4,374% | +$340K | 0.01% | 422 |
|
|
2018
Q2 | $7K | Buy |
70
+24
| +52% | +$2.4K | ﹤0.01% | 1096 |
|
|
2018
Q1 | $4K | Hold |
46
| – | – | ﹤0.01% | 1041 |
|
|
2017
Q4 | $4K | Hold |
46
| – | – | ﹤0.01% | 1128 |
|
|
2017
Q3 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 1125 |
|
|
2016
Q4 | – | Sell |
-170
| Closed | -$10K | – | 1116 |
|
|
2016
Q3 | $10K | Buy |
+170
| New | +$10K | ﹤0.01% | 694 |
|
|
2016
Q2 | – | Sell |
-11,156
| Closed | -$740K | – | 803 |
|
|
2016
Q1 | $740K | Sell |
11,156
-47,042
| -81% | -$3.12M | 0.07% | 175 |
|
|
2015
Q4 | $3.7M | Sell |
58,198
-1,287
| -2% | -$81.9K | 0.36% | 94 |
|
|
2015
Q3 | $3.65M | Sell |
59,485
-119,242
| -67% | -$7.31M | 0.37% | 92 |
|
|
2015
Q2 | $11.4M | Sell |
178,727
-8,168
| -4% | -$519K | 1.09% | 28 |
|
|
2015
Q1 | $11.6M | Buy |
186,895
+28,287
| +18% | +$1.75M | 1.17% | 27 |
|
|
2014
Q4 | $8.31M | Buy |
158,608
+71,606
| +82% | +$3.75M | 1.01% | 29 |
|
|
2014
Q3 | $4M | Buy |
87,002
+30,665
| +54% | +$1.41M | 0.58% | 54 |
|
|
2014
Q2 | $2.33M | Buy |
56,337
+31,949
| +131% | +$1.32M | 0.42% | 74 |
|
|
2014
Q1 | $1.11M | Sell |
24,388
-727
| -3% | -$33K | 0.15% | 93 |
|
|
2013
Q4 | $1.22M | Buy |
25,115
+12,391
| +97% | +$602K | 0.19% | 79 |
|
|
2013
Q3 | $527K | Buy |
+12,724
| New | +$527K | 0.14% | 103 |
|