Ropes Wealth Advisors’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | $241K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $63K | Hold |
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|
2020
Q3 | $53K | Hold |
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|
2020
Q2 | $40K | Hold |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $57K | Hold |
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|
2019
Q3 | $62K | Hold |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $64K | Hold |
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|
2018
Q4 | $52K | Hold |
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|
2018
Q3 | $58K | Hold |
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|
2018
Q2 | $56K | Hold |
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|
2018
Q1 | $45K | Hold |
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|
2017
Q4 | $50K | Hold |
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|
2017
Q3 | $41K | Sell |
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|
2017
Q2 | $62K | Sell |
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|
2017
Q1 | $58K | Buy |
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|
2016
Q4 | $50K | Buy |
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|
2016
Q3 | $32K | Hold |
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|
2016
Q2 | $33K | Sell |
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|
2016
Q1 | $39K | Buy |
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|
2015
Q4 | $33K | Sell |
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|
2015
Q3 | $36K | Hold |
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|
2015
Q2 | $37K | Hold |
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|
2015
Q1 | $36K | Buy |
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