EP Wealth Advisors’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
1,534
+34
| +2% | +$7.41K | ﹤0.01% | 957 |
|
|
2025
Q1 | $312K | Buy |
1,500
+150
| +11% | +$31.2K | ﹤0.01% | 898 |
|
|
2024
Q4 | $252K | Sell |
1,350
-185
| -12% | -$34.5K | ﹤0.01% | 951 |
|
|
2024
Q3 | $252K | Buy |
1,535
+117
| +8% | +$19.2K | ﹤0.01% | 930 |
|
|
2024
Q2 | $215K | Buy |
1,418
+75
| +6% | +$11.4K | ﹤0.01% | 746 |
|
|
2024
Q1 | $224K | Buy |
1,343
+124
| +10% | +$20.7K | ﹤0.01% | 706 |
|
|
2023
Q4 | $200K | Sell |
1,219
-314
| -20% | -$51.6K | ﹤0.01% | 719 |
|
|
2023
Q3 | $220K | Buy |
+1,533
| New | +$220K | ﹤0.01% | 642 |
|