Glassman Wealth Services’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-116
| Closed | -$19.1K | – | 665 |
|
|
2023
Q4 | $19.1K | Buy |
116
+11
| +10% | +$1.67K | ﹤0.01% | 699 |
|
|
2023
Q3 | $15K | Sell |
105
-12
| -10% | -$1.9K | ﹤0.01% | 734 |
|
|
2023
Q2 | $19.5K | Sell |
117
-136
| -54% | -$21.4K | ﹤0.01% | 625 |
|
|
2023
Q1 | $39.3K | Buy |
253
+6
| +2% | +$888 | 0.01% | 462 |
|
|
2022
Q4 | $34.2K | Buy |
247
+2
| +0.8% | +$279 | 0.01% | 516 |
|
|
2022
Q3 | $31K | Sell |
245
-7
| -3% | -$875 | 0.01% | 499 |
|
|
2022
Q2 | $29K | Buy |
252
+4
| +2% | +$500 | 0.01% | 519 |
|
|
2022
Q1 | $33K | Sell |
248
-12
| -5% | -$1.66K | 0.01% | 500 |
|
|
2021
Q4 | $39K | Buy |
260
+26
| +11% | +$3.84K | 0.01% | 429 |
|
|
2021
Q3 | $35K | Buy |
234
+161
| +221% | +$23.7K | 0.01% | 431 |
|
|
2021
Q2 | $11K | Buy |
73
+12
| +20% | +$1.69K | ﹤0.01% | 725 |
|
|
2021
Q1 | $9K | Buy |
61
+2
| +3% | +$263 | ﹤0.01% | 737 |
|
|
2020
Q4 | $7K | Buy |
59
+3
| +5% | +$321 | ﹤0.01% | 796 |
|
|
2020
Q3 | $6K | Hold |
56
| – | – | ﹤0.01% | 726 |
|
|
2020
Q2 | $4K | Buy |
56
+24
| +75% | +$1.7K | ﹤0.01% | 669 |
|
|
2020
Q1 | $2K | Buy |
32
+10
| +45% | +$973 | ﹤0.01% | 691 |
|
|
2019
Q4 | $2K | Buy |
22
+8
| +57% | +$908 | ﹤0.01% | 745 |
|
|
2019
Q3 | $2K | Hold |
14
| – | – | ﹤0.01% | 686 |
|
|
2019
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 708 |
|
|
2019
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 687 |
|
|
2018
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 620 |
|
|
2018
Q3 | $2K | Buy |
14
+3
| +27% | +$338 | ﹤0.01% | 591 |
|
|
2018
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 646 |
|
|
2018
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 601 |
|
|
2017
Q4 | $1K | Buy |
11
+4
| +57% | +$338 | ﹤0.01% | 559 |
|
|
2017
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 454 |
|
|
2017
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 458 |
|
|
2017
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 487 |
|
|
2016
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 549 |
|
|
2016
Q3 | $0 | Buy |
+7
| New | +$434 | ﹤0.01% | 499 |
|
Other funds holding DRI
RJA
