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9258 Wealth Management, LLC

SEC CIK
0001766506
Latest filing
Nov 12, 2024

DRI holding history

Darden Restaurants Inc in every 13F filed by 9258 Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DRI overviewAll 13F holders of DRIFull Q3 2024 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2022
Holdings of DRI by 9258 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,036−100.0%Sold outHolders
Q1 20242,036$340.3K0.1%−3−0.1%ReducedHolders
Q4 20232,039$335.0K0.1%−9−0.4%ReducedHolders
Q3 20232,048$293.3K0.1%00.0%UnchangedHolders
Q2 20232,048$342.2K0.1%+195+10.5%AddedHolders
Q1 20231,853$287.5K0.1%+297+19.1%AddedHolders
Q4 20221,556$215.2K<0.1%+1,556NewHolders