SW
SVB Wealth’s Darden Restaurants DRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
+1,395
| New | +$304K | 0.02% | 364 |
|
|
2025
Q1 | – | Sell |
-1,862
| Closed | -$348K | – | 1560 |
|
|
2024
Q4 | $348K | Buy |
+1,862
| New | +$348K | 0.01% | 511 |
|
|
2024
Q1 | – | Sell |
-1,223
| Closed | -$201K | – | 871 |
|
|
2023
Q4 | $201K | Buy |
+1,223
| New | +$201K | ﹤0.01% | 774 |
|
|
2022
Q4 | – | Sell |
-2,405
| Closed | -$304K | – | 1054 |
|
|
2022
Q3 | $304K | Buy |
+2,405
| New | +$304K | ﹤0.01% | 688 |
|
|
2015
Q4 | – | Sell |
-5,201
| Closed | -$356K | – | 548 |
|
|
2015
Q3 | $356K | Sell |
5,201
-9,828
| -65% | -$673K | 0.01% | 446 |
|
|
2015
Q2 | $1.07M | Sell |
15,029
-3,278
| -18% | -$233K | 0.04% | 304 |
|
|
2015
Q1 | $1.27M | Sell |
18,307
-74,464
| -80% | -$5.16M | 0.04% | 290 |
|
|
2014
Q4 | $5.44M | Buy |
+92,771
| New | +$5.44M | 0.18% | 141 |
|