MWM
MGB Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $999K | Buy |
4,601
+187
| +4% | +$40.6K | 0.33% | 71 |
|
|
2025
Q1 | $912K | Buy |
4,414
+364
| +9% | +$75.2K | 0.33% | 80 |
|
|
2024
Q4 | $756K | Buy |
4,050
+580
| +17% | +$108K | 0.23% | 83 |
|
|
2024
Q3 | $574K | Hold |
3,470
| – | – | 0.21% | 104 |
|
|
2024
Q2 | $487K | Sell |
3,470
-431
| -11% | -$60.5K | 0.18% | 118 |
|
|
2024
Q1 | $652K | Buy |
3,901
+217
| +6% | +$36.3K | 0.26% | 92 |
|
|
2023
Q4 | $605K | Buy |
+3,684
| New | +$605K | 0.3% | 87 |
|