SSWM
Sheets Smith Wealth Management’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $969K | Hold |
4,445
| – | – | 0.11% | 169 |
|
|
2025
Q1 | $923K | Buy |
4,445
+300
| +7% | +$62.3K | 0.11% | 167 |
|
|
2024
Q4 | $774K | Hold |
4,145
| – | – | 0.09% | 187 |
|
|
2024
Q3 | $680K | Hold |
4,145
| – | – | 0.08% | 206 |
|
|
2024
Q2 | $627K | Buy |
4,145
+1,000
| +32% | +$151K | 0.08% | 207 |
|
|
2024
Q1 | $526K | Buy |
+3,145
| New | +$526K | 0.06% | 236 |
|