GW Henssler & Associates’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
Sell
-1,109
Closed -$230K 192
2025
Q1
$230K Sell
1,109
-111
-9% -$23.1K 0.01% 156
2024
Q4
$200K Hold
1,220
0.01% 171
2024
Q3
$200K Sell
1,220
-424
-26% -$69.6K 0.01% 176
2024
Q2
$249K Buy
1,644
+4
+0.2% +$605 0.02% 141
2024
Q1
$274K Buy
1,640
+77
+5% +$12.9K 0.02% 133
2023
Q4
$257K Sell
1,563
-1,000
-39% -$164K 0.02% 133
2023
Q3
$367K Buy
+2,563
New +$367K 0.03% 113
2020
Q1
Sell
-61,021
Closed -$6.65M 196
2019
Q4
$6.65M Buy
61,021
+3,643
+6% +$397K 0.55% 64
2019
Q3
$6.78M Buy
57,378
+482
+0.8% +$57K 0.6% 63
2019
Q2
$6.93M Sell
56,896
-1,456
-2% -$177K 0.63% 59
2019
Q1
$7.09M Sell
58,352
-1,568
-3% -$190K 0.65% 60
2018
Q4
$5.98M Sell
59,920
-58,558
-49% -$5.85M 0.64% 62
2018
Q3
$13.2M Sell
118,478
-3,352
-3% -$373K 1.2% 36
2018
Q2
$13M Buy
121,830
+296
+0.2% +$31.7K 1.28% 34
2018
Q1
$10.4M Buy
121,534
+103
+0.1% +$8.78K 1.04% 45
2017
Q4
$11.7M Buy
121,431
+5,799
+5% +$557K 1.09% 42
2017
Q3
$9.11M Buy
115,632
+902
+0.8% +$71.1K 0.91% 50
2017
Q2
$10.4M Buy
114,730
+331
+0.3% +$29.9K 1.08% 41
2017
Q1
$9.57M Buy
114,399
+4,497
+4% +$376K 1.03% 44
2016
Q4
$7.99M Buy
109,902
+5,739
+6% +$417K 0.88% 50
2016
Q3
$6.39M Buy
104,163
+6,615
+7% +$406K 0.73% 56
2016
Q2
$6.18M Buy
97,548
+7,975
+9% +$505K 0.71% 58
2016
Q1
$5.94M Buy
89,573
+5,801
+7% +$385K 0.7% 60
2015
Q4
$5.33M Sell
83,772
-18,264
-18% -$1.16M 0.63% 61
2015
Q3
$6.25M Buy
102,036
+1,916
+2% +$117K 0.72% 61
2015
Q2
$6.36M Buy
100,120
+3,872
+4% +$246K 0.69% 62
2015
Q1
$5.97M Buy
96,248
+1,015
+1% +$62.9K 0.69% 44
2014
Q4
$4.99M Buy
95,233
+7,654
+9% +$401K 0.56% 59
2014
Q3
$4.03M Buy
87,579
+6,475
+8% +$298K 0.49% 65
2014
Q2
$3.36M Buy
81,104
+3,170
+4% +$131K 0.41% 66
2014
Q1
$3.54M Buy
77,934
+8,774
+13% +$398K 0.42% 69
2013
Q4
$3.36M Buy
69,160
+7,477
+12% +$363K 0.39% 56
2013
Q3
$2.55M Buy
61,683
+6,312
+11% +$261K 0.33% 62
2013
Q2
$2.5M Buy
+55,371
New +$2.5M 0.34% 61