Integrated Wealth Concepts’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
$1.77M Buy
8,114
+2,452
+43% +$534K 0.02% 657
2025
Q1
$1.18M Sell
5,662
-708
-11% -$147K 0.01% 764
2024
Q4
$1.19M Sell
6,370
-308
-5% -$57.5K 0.01% 745
2024
Q3
$1.1M Buy
6,678
+1,472
+28% +$242K 0.01% 764
2024
Q2
$788K Sell
5,206
-132
-2% -$20K 0.01% 866
2024
Q1
$892K Buy
5,338
+14
+0.3% +$2.34K 0.01% 810
2023
Q4
$875K Buy
5,324
+190
+4% +$31.2K 0.01% 780
2023
Q3
$735K Buy
5,134
+2,546
+98% +$365K 0.01% 820
2023
Q2
$432K Buy
2,588
+28
+1% +$4.68K 0.01% 1051
2023
Q1
$397K Buy
2,560
+1,094
+75% +$170K 0.01% 937
2022
Q4
$203K Buy
+1,466
New +$203K 0.01% 945
2022
Q2
Sell
-1,683
Closed -$224K 997
2022
Q1
$224K Sell
1,683
-2,338
-58% -$311K 0.01% 838
2021
Q4
$606K Buy
4,021
+1,668
+71% +$251K 0.02% 572
2021
Q3
$356K Buy
+2,353
New +$356K 0.01% 673