Focused Wealth Management’s Darden Restaurants DRI Stock Holding History

Focused Wealth Management’s Portfolio DRI Stock Details DRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-147	Closed	-$24.2K	–	391
2023 Q4	$24.2K	Hold	147	–	–	﹤0.01%	418
2023 Q3	$21K	Buy	147 +1	+0.7%	+$159	﹤0.01%	419
2023 Q2	$24.5K	Hold	146	–	–	﹤0.01%	407
2023 Q1	$22.7K	Hold	146	–	–	﹤0.01%	430
2022 Q4	$20.1K	Buy	146 +1	+0.7%	+$139	﹤0.01%	423
2022 Q3	$18K	Sell	145 -600	-81%	-$75K	﹤0.01%	413
2022 Q2	$84K	Buy	745 +601	+417%	+$75.1K	0.02%	209
2022 Q1	$19K	Sell	144 -1	-0.7%	-$138	﹤0.01%	453
2021 Q4	$22K	Hold	145	–	–	﹤0.01%	477
2021 Q3	$22K	Buy	145 +1	+0.7%	+$147	﹤0.01%	487
2021 Q2	$21K	Hold	144	–	–	﹤0.01%	505
2021 Q1	$20K	Hold	144	–	–	﹤0.01%	502
2020 Q4	$17K	Sell	144 -1	-0.7%	-$107	﹤0.01%	482
2020 Q3	$15K	Hold	145	–	–	﹤0.01%	458
2020 Q2	$11K	Hold	145	–	–	﹤0.01%	484
2020 Q1	$8K	Buy	145 +2	+1%	+$195	﹤0.01%	477
2019 Q4	$16K	Buy	143 +1	+0.7%	+$114	﹤0.01%	437
2019 Q3	$17K	Hold	142	–	–	﹤0.01%	405
2019 Q2	$17K	Hold	142	–	–	﹤0.01%	434
2019 Q1	$17K	Buy	142 +1	+0.7%	+$110	0.01%	394
2018 Q4	$14K	Hold	141	–	–	﹤0.01%	418
2018 Q3	$16K	Hold	141	–	–	0.01%	395
2018 Q2	$15K	Hold	141	–	–	0.01%	392
2018 Q1	$12K	Buy	141 +1	+0.7%	+$95	﹤0.01%	448
2017 Q4	$13K	Hold	140	–	–	﹤0.01%	431
2017 Q3	$11K	Hold	140	–	–	﹤0.01%	418
2017 Q2	$13K	Buy	140 +1	+0.7%	+$87	﹤0.01%	434
2017 Q1	$12K	Hold	139	–	–	﹤0.01%	440
2016 Q4	$10K	Hold	139	–	–	﹤0.01%	469
2016 Q3	$9K	Buy	139 +1	+0.7%	+$62	﹤0.01%	454
2016 Q2	$9K	Hold	138	–	–	﹤0.01%	447
2016 Q1	$9K	Hold	138	–	–	﹤0.01%	404
2015 Q4	$9K	Sell	138 -16	-10%	-$930	0.01%	420
2015 Q3	$9K	Buy	154 +1	+0.7%	+$63	0.01%	410
2015 Q2	$10K	Hold	153	–	–	0.01%	405
2015 Q1	$9K	Hold	153	–	–	0.01%	443
2014 Q4	$8K	Buy	153 +1	+0.7%	+$48	0.01%	445
2014 Q3	$7K	Hold	152	–	–	0.01%	470
2014 Q2	$6K	Buy	152 +1	+0.7%	+$44	﹤0.01%	487
2014 Q1	$7K	Hold	151	–	–	0.01%	440
2013 Q4	$7K	Hold	151	–	–	0.01%	436
2013 Q3	$6K	Buy	+151	New	+$6.56K	0.01%	430