AO
Advisor OS’s Dolby DLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,391
| Closed | -$903K | – | 409 |
|
|
2024
Q2 | $903K | Buy |
11,391
+92
| +0.8% | +$7.29K | 0.1% | 172 |
|
|
2024
Q1 | $947K | Buy |
11,299
+1,092
| +11% | +$91.5K | 0.11% | 171 |
|
|
2023
Q4 | $880K | Sell |
10,207
-307
| -3% | -$26.5K | 0.11% | 158 |
|
|
2023
Q3 | $833K | Buy |
10,514
+496
| +5% | +$39.3K | 0.12% | 149 |
|
|
2023
Q2 | $838K | Buy |
10,018
+222
| +2% | +$18.6K | 0.14% | 150 |
|
|
2023
Q1 | $837K | Buy |
9,796
+619
| +7% | +$52.9K | 0.2% | 126 |
|
|
2022
Q4 | $647K | Buy |
9,177
+3,116
| +51% | +$220K | 0.17% | 131 |
|
|
2022
Q3 | $394K | Buy |
6,061
+53
| +0.9% | +$3.45K | 0.12% | 148 |
|
|
2022
Q2 | $431K | Buy |
+6,008
| New | +$431K | 0.13% | 151 |
|