Waverly Advisors’s Darden Restaurants DRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Buy |
2,236
+405
| +22% | +$88.3K | 0.01% | 808 |
|
|
2025
Q1 | $380K | Buy |
1,831
+41
| +2% | +$8.52K | ﹤0.01% | 853 |
|
|
2024
Q4 | $334K | Buy |
+1,790
| New | +$334K | 0.01% | 788 |
|
|
2018
Q1 | – | Sell |
-65
| Closed | -$6K | – | 234 |
|
|
2017
Q4 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 358 |
|
|
2014
Q4 | – | Sell |
-7,272
| Closed | -$334K | – | 492 |
|
|
2014
Q3 | $334K | Hold |
7,272
| – | – | 0.18% | 75 |
|
|
2014
Q2 | $301K | Hold |
7,272
| – | – | 0.13% | 86 |
|
|
2014
Q1 | $330K | Hold |
7,272
| – | – | 0.15% | 82 |
|
|
2013
Q4 | $353K | Buy |
+7,272
| New | +$353K | 0.12% | 99 |
|