HWA
HHM Wealth Advisors’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2K | Sell |
125
-129
| -51% | -$28.1K | ﹤0.01% | 465 |
|
|
2025
Q1 | $52.8K | Hold |
254
| – | – | 0.01% | 351 |
|
|
2024
Q4 | $47.4K | Buy |
254
+129
| +103% | +$24.1K | 0.01% | 364 |
|
|
2024
Q3 | $20.5K | Hold |
125
| – | – | ﹤0.01% | 464 |
|
|
2024
Q2 | $18.9K | Hold |
125
| – | – | ﹤0.01% | 460 |
|
|
2024
Q1 | $20.9K | Hold |
125
| – | – | ﹤0.01% | 403 |
|
|
2023
Q4 | $20.5K | Sell |
125
-210
| -63% | -$34.5K | ﹤0.01% | 403 |
|
|
2023
Q3 | $48K | Buy |
335
+125
| +60% | +$17.9K | 0.01% | 275 |
|
|
2023
Q2 | $35.1K | Hold |
210
| – | – | 0.01% | 335 |
|
|
2023
Q1 | $32.6K | Buy |
+210
| New | +$32.6K | 0.01% | 335 |
|
|
2022
Q2 | – | Sell |
-188
| Closed | -$25K | – | 788 |
|
|
2022
Q1 | $25K | Hold |
188
| – | – | 0.01% | 405 |
|
|
2021
Q4 | $28K | Hold |
188
| – | – | 0.01% | 382 |
|
|
2021
Q3 | $28K | Hold |
188
| – | – | 0.01% | 367 |
|
|
2021
Q2 | $27K | Hold |
188
| – | – | 0.01% | 364 |
|
|
2021
Q1 | $27K | Hold |
188
| – | – | 0.01% | 342 |
|
|
2020
Q4 | $22K | Hold |
188
| – | – | 0.01% | 342 |
|
|
2020
Q3 | $19K | Hold |
188
| – | – | 0.01% | 314 |
|
|
2020
Q2 | $14K | Hold |
188
| – | – | 0.01% | 342 |
|
|
2020
Q1 | $10K | Buy |
+188
| New | +$10K | ﹤0.01% | 352 |
|