KWM
Kingsview Wealth Management’s Darden Restaurants DRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $243K | Sell |
1,115
-100
| -8% | -$21.8K | ﹤0.01% | 1030 |
|
2025
Q1 | $252K | Buy |
+1,215
| New | +$252K | ﹤0.01% | 950 |
|
2020
Q2 | – | Sell |
-3,906
| Closed | -$213K | – | 578 |
|
2020
Q1 | $213K | Sell |
3,906
-50
| -1% | -$2.73K | 0.03% | 413 |
|
2019
Q4 | $431K | Buy |
3,956
+570
| +17% | +$62.1K | 0.05% | 307 |
|
2019
Q3 | $400K | Hold |
3,386
| – | – | 0.06% | 292 |
|
2019
Q2 | $412K | Sell |
3,386
-46
| -1% | -$5.6K | 0.07% | 273 |
|
2019
Q1 | $417K | Buy |
+3,432
| New | +$417K | 0.06% | 296 |
|