Global Wealth Management Investment Advisory’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,241
| Closed | -$532K | – | 145 |
|
|
2024
Q3 | $532K | Hold |
3,241
| – | – | 0.11% | 116 |
|
|
2024
Q2 | $490K | Buy |
+3,241
| New | +$490K | 0.11% | 113 |
|
|
2024
Q1 | – | Sell |
-20
| Closed | -$3.29K | – | 223 |
|
|
2023
Q4 | $3.29K | Hold |
20
| – | – | ﹤0.01% | 367 |
|
|
2023
Q3 | $2.86K | Hold |
20
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $3.34K | Buy |
+20
| New | +$3.34K | ﹤0.01% | 361 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$2K | – | 232 |
|
|
2022
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 408 |
|
|
2022
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 386 |
|
|
2021
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 378 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 386 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 387 |
|
|
2020
Q4 | $2K | Sell |
20
-25
| -56% | -$2.5K | ﹤0.01% | 385 |
|
|
2020
Q3 | $5K | Sell |
45
-432
| -91% | -$48K | ﹤0.01% | 331 |
|
|
2020
Q2 | $36K | Buy |
477
+200
| +72% | +$15.1K | 0.02% | 218 |
|
|
2020
Q1 | $15K | Sell |
277
-23
| -8% | -$1.25K | 0.01% | 284 |
|
|
2019
Q4 | $33K | Hold |
300
| – | – | 0.01% | 213 |
|
|
2019
Q3 | $35K | Sell |
300
-120
| -29% | -$14K | 0.02% | 195 |
|
|
2019
Q2 | $51K | Hold |
420
| – | – | 0.02% | 169 |
|
|
2019
Q1 | $51K | Sell |
420
-184
| -30% | -$22.3K | 0.03% | 203 |
|
|
2018
Q4 | $60K | Buy |
+604
| New | +$60K | 0.03% | 209 |
|