IWA
IBEX Wealth Advisors’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $778K | Buy |
+3,572
| New | +$778K | 0.08% | 125 |
|
|
2025
Q1 | – | Sell |
-2,374
| Closed | -$443K | – | 144 |
|
|
2024
Q4 | $443K | Buy |
+2,374
| New | +$443K | 0.05% | 155 |
|
|
2024
Q3 | – | Sell |
-63
| Closed | -$9.46K | – | 129 |
|
|
2024
Q2 | $9.46K | Sell |
63
-4,962
| -99% | -$745K | ﹤0.01% | 231 |
|
|
2024
Q1 | $695K | Buy |
+5,025
| New | +$695K | 0.19% | 72 |
|
|
2023
Q1 | $733K | Sell |
4,722
-303
| -6% | -$47K | 0.19% | 72 |
|
|
2022
Q4 | $695K | Sell |
5,025
-37
| -0.7% | -$5.12K | 0.16% | 103 |
|
|
2022
Q3 | $639K | Buy |
+5,062
| New | +$639K | 0.17% | 96 |
|
|
2019
Q3 | – | Sell |
-853
| Closed | -$103K | – | 140 |
|
|
2019
Q2 | $103K | Buy |
+853
| New | +$103K | 0.03% | 160 |
|