EWM
Evercore Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,485
| Closed | -$248K | – | 413 |
|
|
2023
Q2 | $248K | Hold |
1,485
| – | – | ﹤0.01% | 367 |
|
|
2023
Q1 | $230K | Sell |
1,485
-490
| -25% | -$76K | ﹤0.01% | 365 |
|
|
2022
Q4 | $273K | Hold |
1,975
| – | – | 0.01% | 337 |
|
|
2022
Q3 | $250K | Hold |
1,975
| – | – | 0.01% | 342 |
|
|
2022
Q2 | $223K | Sell |
1,975
-600
| -23% | -$67.7K | ﹤0.01% | 363 |
|
|
2022
Q1 | $342K | Sell |
2,575
-501
| -16% | -$66.5K | 0.01% | 330 |
|
|
2021
Q4 | $463K | Sell |
3,076
-148
| -5% | -$22.3K | 0.01% | 297 |
|
|
2021
Q3 | $488K | Sell |
3,224
-35
| -1% | -$5.3K | 0.01% | 292 |
|
|
2021
Q2 | $476K | Sell |
3,259
-21
| -0.6% | -$3.07K | 0.01% | 294 |
|
|
2021
Q1 | $466K | Sell |
3,280
-89
| -3% | -$12.6K | 0.01% | 302 |
|
|
2020
Q4 | $401K | Buy |
+3,369
| New | +$401K | 0.01% | 312 |
|
|
2017
Q2 | – | Sell |
-32
| Closed | -$3K | – | 983 |
|
|
2017
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 922 |
|
|
2016
Q4 | $2K | Sell |
32
-500
| -94% | -$31.3K | ﹤0.01% | 942 |
|
|
2016
Q3 | $33K | Buy |
532
+272
| +105% | +$16.9K | ﹤0.01% | 687 |
|
|
2016
Q2 | $16K | Buy |
260
+32
| +14% | +$1.97K | ﹤0.01% | 789 |
|
|
2016
Q1 | $15K | Hold |
228
| – | – | ﹤0.01% | 762 |
|
|
2015
Q4 | $15K | Buy |
+228
| New | +$15K | ﹤0.01% | 806 |
|