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Summit Wealth Partners’s Darden Restaurants DRI Stock Holding History

Summit Wealth Partners’s Portfolio DRI Stock Details DRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,258
Closed -$206K – 211
2024
Q3 		$206K Sell
1,258
-600
-32% -$90.8K 0.04% 228
2024
Q2 		$281K Hold
1,858
– – 0.06% 188
2024
Q1 		$311K Hold
1,858
– – 0.07% 173
2023
Q4 		$305K Hold
1,858
– – 0.07% 158
2023
Q3 		$266K Hold
1,858
– – 0.07% 159
2023
Q2 		$310K Hold
1,858
– – 0.08% 143
2023
Q1 		$288K Sell
1,858
-565
-23% -$83.6K 0.07% 151
2022
Q4 		$335K Hold
2,423
– – 0.09% 134
2022
Q3 		$306K Hold
2,423
– – 0.09% 122
2022
Q2 		$274K Buy
+2,423
New +$303K 0.07% 126

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return