Perigon Wealth Management’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 | $295K | Buy |
1,352
+46
| +4% | +$10K | 0.01% | 849 |
|
|
2025
Q1 | $271K | Buy |
1,306
+84
| +7% | +$17.4K | 0.01% | 849 |
|
|
2024
Q4 | $221K | Buy |
+1,222
| New | +$221K | 0.01% | 931 |
|
|
2024
Q2 | – | Sell |
-1,413
| Closed | -$236K | – | 874 |
|
|
2024
Q1 | $236K | Buy |
+1,413
| New | +$236K | 0.01% | 745 |
|
|
2021
Q1 | – | Sell |
-266
| Closed | -$32K | – | 621 |
|
|
2020
Q4 | $32K | Buy |
+266
| New | +$32K | ﹤0.01% | 868 |
|