MGWM
Marks Group Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.7M | Sell |
44,482
-2,696
| -6% | -$588K | 0.9% | 25 |
|
|
2025
Q1 | $9.8M | Sell |
47,178
-3,241
| -6% | -$673K | 0.94% | 20 |
|
|
2024
Q4 | $9.41M | Sell |
50,419
-1,432
| -3% | -$267K | 0.93% | 25 |
|
|
2024
Q3 | $8.51M | Buy |
51,851
+1,566
| +3% | +$257K | 0.81% | 51 |
|
|
2024
Q2 | $7.61M | Buy |
50,285
+3,449
| +7% | +$522K | 0.8% | 53 |
|
|
2024
Q1 | $7.83M | Buy |
46,836
+2
| +0% | +$334 | 0.82% | 49 |
|
|
2023
Q4 | $7.69M | Sell |
46,834
-357
| -0.8% | -$58.7K | 0.88% | 34 |
|
|
2023
Q3 | $6.76M | Sell |
47,191
-108
| -0.2% | -$15.5K | 0.84% | 42 |
|
|
2023
Q2 | $7.9M | Buy |
47,299
+310
| +0.7% | +$51.8K | 0.94% | 19 |
|
|
2023
Q1 | $7.29M | Buy |
46,989
+1,022
| +2% | +$159K | 0.93% | 21 |
|
|
2022
Q4 | $6.36M | Sell |
45,967
-1,739
| -4% | -$241K | 0.87% | 41 |
|
|
2022
Q3 | $6.03M | Buy |
47,706
+689
| +1% | +$87K | 0.92% | 30 |
|
|
2022
Q2 | $5.32M | Buy |
47,017
+1,912
| +4% | +$216K | 0.77% | 62 |
|
|
2022
Q1 | $6M | Buy |
45,105
+20,854
| +86% | +$2.77M | 0.75% | 51 |
|
|
2021
Q4 | $3.65M | Buy |
+24,251
| New | +$3.65M | 0.44% | 81 |
|
|
2020
Q1 | – | Sell |
-35,451
| Closed | -$3.87M | – | 232 |
|
|
2019
Q4 | $3.87M | Buy |
+35,451
| New | +$3.87M | 0.76% | 59 |
|