J.P. Morgan Private Wealth Advisors’s Darden Restaurants DRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $2.51M | Sell |
17,513
-655
| -4% | -$93.8K | 0.01% | 671 |
|
2023
Q2 | $3.04M | Sell |
18,168
-6,218
| -25% | -$1.04M | 0.02% | 447 |
|
2023
Q1 | $3.78M | Buy |
24,386
+1,701
| +7% | +$264K | 0.01% | 665 |
|
2022
Q4 | $3.14M | Buy |
22,685
+6,310
| +39% | +$873K | 0.01% | 706 |
|
2022
Q3 | $2.07M | Buy |
16,375
+2,005
| +14% | +$253K | 0.01% | 827 |
|
2022
Q2 | $1.63M | Buy |
14,370
+255
| +2% | +$28.8K | ﹤0.01% | 913 |
|
2022
Q1 | $1.88M | Sell |
14,115
-1,144
| -7% | -$152K | ﹤0.01% | 925 |
|
2021
Q4 | $2.3M | Buy |
15,259
+938
| +7% | +$141K | ﹤0.01% | 851 |
|
2021
Q3 | $2.17M | Buy |
14,321
+4,555
| +47% | +$690K | 0.01% | 867 |
|
2021
Q2 | $1.43M | Buy |
9,766
+98
| +1% | +$14.3K | ﹤0.01% | 1023 |
|
2021
Q1 | $1.37M | Buy |
9,668
+381
| +4% | +$54.1K | ﹤0.01% | 904 |
|
2020
Q4 | $1.11M | Sell |
9,287
-1,733
| -16% | -$206K | ﹤0.01% | 968 |
|
2020
Q3 | $1.11M | Sell |
11,020
-1,646
| -13% | -$166K | ﹤0.01% | 850 |
|
2020
Q2 | $960K | Sell |
12,666
-2,403
| -16% | -$182K | ﹤0.01% | 823 |
|
2020
Q1 | $821K | Sell |
15,069
-4,172
| -22% | -$227K | ﹤0.01% | 774 |
|
2019
Q4 | $2.1M | Sell |
19,241
-14,151
| -42% | -$1.54M | 0.01% | 605 |
|
2019
Q3 | $3.95M | Buy |
33,392
+9,365
| +39% | +$1.11M | 0.02% | 456 |
|
2019
Q2 | $2.93M | Sell |
24,027
-1,302
| -5% | -$159K | 0.02% | 508 |
|
2019
Q1 | $3.08M | Buy |
25,329
+6,771
| +36% | +$823K | 0.02% | 524 |
|
2018
Q4 | $1.85M | Sell |
18,558
-8,630
| -32% | -$862K | 0.01% | 588 |
|
2018
Q3 | $3.02M | Buy |
27,188
+21,066
| +344% | +$2.34M | 0.01% | 537 |
|
2018
Q2 | $656K | Buy |
6,122
+192
| +3% | +$20.6K | ﹤0.01% | 912 |
|
2018
Q1 | $506K | Sell |
5,930
-185
| -3% | -$15.8K | ﹤0.01% | 867 |
|
2017
Q4 | $588K | Sell |
6,115
-149
| -2% | -$14.3K | ﹤0.01% | 817 |
|
2017
Q3 | $493K | Sell |
6,264
-69
| -1% | -$5.43K | ﹤0.01% | 851 |
|
2017
Q2 | $572K | Buy |
6,333
+126
| +2% | +$11.4K | ﹤0.01% | 796 |
|
2017
Q1 | $519K | Buy |
6,207
+42
| +0.7% | +$3.51K | ﹤0.01% | 837 |
|
2016
Q4 | $448K | Sell |
6,165
-138
| -2% | -$10K | ﹤0.01% | 844 |
|
2016
Q3 | $386K | Sell |
6,303
-1,663
| -21% | -$102K | ﹤0.01% | 885 |
|
2016
Q2 | $505K | Sell |
7,966
-2,019
| -20% | -$128K | ﹤0.01% | 774 |
|
2016
Q1 | $663K | Buy |
9,985
+5,417
| +119% | +$360K | 0.01% | 666 |
|
2015
Q4 | $291K | Sell |
4,568
-661
| -13% | -$42.1K | ﹤0.01% | 875 |
|
2015
Q3 | $320K | Buy |
5,229
+7
| +0.1% | +$428 | ﹤0.01% | 773 |
|
2015
Q2 | $332K | Buy |
5,222
+504
| +11% | +$32K | ﹤0.01% | 814 |
|
2015
Q1 | $292K | Buy |
4,718
+674
| +17% | +$41.7K | ﹤0.01% | 899 |
|
2014
Q4 | $212K | Buy |
+4,044
| New | +$212K | ﹤0.01% | 977 |
|
2014
Q2 | – | Sell |
-5,536
| Closed | -$252K | – | 896 |
|
2014
Q1 | $252K | Buy |
5,536
+982
| +22% | +$44.7K | ﹤0.01% | 760 |
|
2013
Q4 | $221K | Sell |
4,554
-488
| -10% | -$23.7K | ﹤0.01% | 593 |
|
2013
Q3 | $209K | Buy |
+5,042
| New | +$209K | ﹤0.01% | 590 |
|