Forvis Mazars Wealth Advisors’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 | $4.06M | Sell |
18,617
-943
| -5% | -$206K | 0.09% | 100 |
|
|
2025
Q1 | $4.06M | Buy |
19,560
+1,020
| +6% | +$212K | 0.1% | 99 |
|
|
2024
Q4 | $3.46M | Buy |
18,540
+1,028
| +6% | +$192K | 0.08% | 118 |
|
|
2024
Q3 | $2.87M | Buy |
17,512
+163
| +0.9% | +$26.8K | 0.07% | 141 |
|
|
2024
Q2 | $2.63M | Buy |
17,349
+2,238
| +15% | +$339K | 0.07% | 136 |
|
|
2024
Q1 | $2.53M | Buy |
15,111
+96
| +0.6% | +$16K | 0.06% | 139 |
|
|
2023
Q4 | $2.47M | Sell |
15,015
-446
| -3% | -$73.3K | 0.07% | 137 |
|
|
2023
Q3 | $2.21M | Sell |
15,461
-9,827
| -39% | -$1.41M | 0.07% | 142 |
|
|
2023
Q2 | $4.23M | Buy |
25,288
+9,732
| +63% | +$1.63M | 0.12% | 106 |
|
|
2023
Q1 | $2.41M | Sell |
15,556
-696
| -4% | -$108K | 0.08% | 133 |
|
|
2022
Q4 | $2.25M | Buy |
16,252
+241
| +2% | +$33.3K | 0.08% | 134 |
|
|
2022
Q3 | $2.02M | Buy |
16,011
+3,292
| +26% | +$416K | 0.08% | 137 |
|
|
2022
Q2 | $1.44M | Sell |
12,719
-848
| -6% | -$95.9K | 0.06% | 160 |
|
|
2022
Q1 | $1.8M | Buy |
13,567
+1,307
| +11% | +$174K | 0.08% | 115 |
|
|
2021
Q4 | $1.85M | Buy |
12,260
+749
| +7% | +$113K | 0.08% | 106 |
|
|
2021
Q3 | $1.74M | Buy |
11,511
+759
| +7% | +$115K | 0.08% | 105 |
|
|
2021
Q2 | $1.57M | Buy |
10,752
+2,304
| +27% | +$336K | 0.07% | 113 |
|
|
2021
Q1 | $1.2M | Sell |
8,448
-115
| -1% | -$16.3K | 0.06% | 123 |
|
|
2020
Q4 | $1.02M | Buy |
8,563
+1,751
| +26% | +$209K | 0.05% | 149 |
|
|
2020
Q3 | $686K | Sell |
6,812
-513
| -7% | -$51.7K | 0.04% | 166 |
|
|
2020
Q2 | $555K | Buy |
7,325
+2,452
| +50% | +$186K | 0.04% | 184 |
|
|
2020
Q1 | $265K | Buy |
+4,873
| New | +$265K | 0.02% | 238 |
|