BWA
BlueSky Wealth Advisors’s Dolby DLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Sell |
3,974
-41
| -1% | -$3.05K | 0.04% | 63 |
|
|
2025
Q1 | $322K | Hold |
4,015
| – | – | 0.05% | 62 |
|
|
2024
Q4 | $314K | Sell |
4,015
-70
| -2% | -$5.47K | 0.05% | 62 |
|
|
2024
Q3 | $313K | Sell |
4,085
-76
| -2% | -$5.82K | 0.05% | 62 |
|
|
2024
Q2 | $330K | Hold |
4,161
| – | – | 0.06% | 62 |
|
|
2024
Q1 | $349K | Hold |
4,161
| – | – | 0.27% | 29 |
|
|
2023
Q4 | $359K | Sell |
4,161
-1,428
| -26% | -$123K | 0.07% | 56 |
|
|
2023
Q3 | $443K | Sell |
5,589
-484
| -8% | -$38.4K | 0.09% | 51 |
|
|
2023
Q2 | $508K | Hold |
6,073
| – | – | 0.1% | 50 |
|
|
2023
Q1 | $519K | Hold |
6,073
| – | – | 0.11% | 46 |
|
|
2022
Q4 | $428K | Sell |
6,073
-265
| -4% | -$18.7K | 0.09% | 47 |
|
|
2022
Q3 | $413K | Sell |
6,338
-375
| -6% | -$24.4K | 0.1% | 46 |
|
|
2022
Q2 | $480K | Hold |
6,713
| – | – | 0.11% | 45 |
|
|
2022
Q1 | $525K | Hold |
6,713
| – | – | 0.1% | 47 |
|
|
2021
Q4 | $639K | Sell |
6,713
-50
| -0.7% | -$4.76K | 0.12% | 39 |
|
|
2021
Q3 | $595K | Hold |
6,763
| – | – | 0.12% | 37 |
|
|
2021
Q2 | $680K | Sell |
6,763
-1,350
| -17% | -$136K | 0.13% | 36 |
|
|
2021
Q1 | $829K | Sell |
8,113
-487
| -6% | -$49.8K | 0.19% | 29 |
|
|
2020
Q4 | $835K | Sell |
8,600
-50
| -0.6% | -$4.86K | 0.2% | 31 |
|
|
2020
Q3 | $621K | Sell |
8,650
-600
| -6% | -$43.1K | 0.16% | 33 |
|
|
2020
Q2 | $609K | Hold |
9,250
| – | – | 0.17% | 33 |
|
|
2020
Q1 | $501K | Hold |
9,250
| – | – | 0.18% | 36 |
|
|
2019
Q4 | $642K | Sell |
9,250
-40
| -0.4% | -$2.78K | 0.21% | 41 |
|
|
2019
Q3 | $574K | Hold |
9,290
| – | – | 0.2% | 43 |
|
|
2019
Q2 | $600K | Sell |
9,290
-15
| -0.2% | -$969 | 0.21% | 42 |
|
|
2019
Q1 | $593K | Hold |
9,305
| – | – | 0.21% | 40 |
|
|
2018
Q4 | $586K | Sell |
9,305
-50
| -0.5% | -$3.15K | 0.23% | 40 |
|
|
2018
Q3 | $645K | Buy |
9,355
+972
| +12% | +$67K | 0.24% | 35 |
|
|
2018
Q2 | $517K | Sell |
8,383
-251
| -3% | -$15.5K | 0.2% | 38 |
|
|
2018
Q1 | $549K | Sell |
8,634
-573
| -6% | -$36.4K | 0.21% | 37 |
|
|
2017
Q4 | $571K | Hold |
9,207
| – | – | 0.24% | 36 |
|
|
2017
Q3 | $530K | Sell |
9,207
-1,000
| -10% | -$57.6K | 0.23% | 38 |
|
|
2017
Q2 | $500K | Sell |
10,207
-749
| -7% | -$36.7K | 0.23% | 38 |
|
|
2017
Q1 | $574K | Sell |
10,956
-1,000
| -8% | -$52.4K | 0.27% | 37 |
|
|
2016
Q4 | $540K | Buy |
+11,956
| New | +$540K | 0.27% | 37 |
|