PWA
Phoenix Wealth Advisors’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
13,275
-1,028
| -7% | -$224K | 1.21% | 21 |
|
|
2025
Q1 | $2.97M | Sell |
14,303
-288
| -2% | -$59.8K | 1.29% | 24 |
|
|
2024
Q4 | $2.72M | Sell |
14,591
-576
| -4% | -$108K | 1.18% | 23 |
|
|
2024
Q3 | $2.49M | Buy |
15,167
+285
| +2% | +$46.8K | 1.16% | 32 |
|
|
2024
Q2 | $2.25M | Buy |
14,882
+124
| +0.8% | +$18.8K | 1.13% | 31 |
|
|
2024
Q1 | $2.47M | Buy |
14,758
+439
| +3% | +$73.4K | 1.5% | 26 |
|
|
2023
Q4 | $2.32M | Buy |
14,319
+6
| +0% | +$974 | 1.62% | 25 |
|
|
2023
Q3 | $2.05M | Buy |
14,313
+505
| +4% | +$72.3K | 1.2% | 26 |
|
|
2023
Q2 | $2.31M | Sell |
13,808
-6,938
| -33% | -$1.16M | 1.34% | 24 |
|
|
2023
Q1 | $3.22M | Sell |
20,746
-1,768
| -8% | -$274K | 1.99% | 10 |
|
|
2022
Q4 | $3.11M | Buy |
22,514
+692
| +3% | +$95.7K | 1.87% | 11 |
|
|
2022
Q3 | $2.76M | Buy |
+21,822
| New | +$2.76M | 2.76% | 8 |
|
|
2022
Q2 | – | Sell |
-20,403
| Closed | -$2.62M | – | 113 |
|
|
2022
Q1 | $2.62M | Buy |
20,403
+780
| +4% | +$100K | 2.71% | 16 |
|
|
2021
Q4 | $2.96M | Buy |
19,623
+118
| +0.6% | +$17.8K | 2.23% | 16 |
|
|
2021
Q3 | $2.95M | Buy |
+19,505
| New | +$2.95M | 2.21% | 13 |
|