Carson Wealth (CWM LLC)’s Dolby DLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
21,752
+7,967
| +58% | +$592K | 0.01% | 1026 |
|
|
2025
Q1 | $1.11M | Buy |
13,785
+10,054
| +269% | +$807K | ﹤0.01% | 1071 |
|
|
2024
Q4 | $291K | Sell |
3,731
-247
| -6% | -$19.3K | ﹤0.01% | 1605 |
|
|
2024
Q3 | $304K | Buy |
3,978
+868
| +28% | +$66.3K | ﹤0.01% | 1534 |
|
|
2024
Q2 | $246K | Buy |
3,110
+2,495
| +406% | +$197K | ﹤0.01% | 1478 |
|
|
2024
Q1 | $52K | Buy |
615
+27
| +5% | +$2.28K | ﹤0.01% | 2267 |
|
|
2023
Q4 | $51K | Sell |
588
-78
| -12% | -$6.77K | ﹤0.01% | 2163 |
|
|
2023
Q3 | $53K | Buy |
666
+76
| +13% | +$6.05K | ﹤0.01% | 2020 |
|
|
2023
Q2 | $49K | Buy |
590
+112
| +23% | +$9.3K | ﹤0.01% | 1995 |
|
|
2023
Q1 | $41K | Sell |
478
-81
| -14% | -$6.95K | ﹤0.01% | 2005 |
|
|
2022
Q4 | $39K | Sell |
559
-57
| -9% | -$3.98K | ﹤0.01% | 1890 |
|
|
2022
Q3 | $40K | Sell |
616
-4,158
| -87% | -$270K | ﹤0.01% | 1763 |
|
|
2022
Q2 | $342K | Buy |
4,774
+395
| +9% | +$28.3K | ﹤0.01% | 844 |
|
|
2022
Q1 | $343K | Buy |
4,379
+1,850
| +73% | +$145K | ﹤0.01% | 834 |
|
|
2021
Q4 | $241K | Buy |
+2,529
| New | +$241K | ﹤0.01% | 940 |
|
|
2021
Q2 | $18K | Hold |
181
| – | – | ﹤0.01% | 1826 |
|
|
2021
Q1 | $18K | Hold |
181
| – | – | ﹤0.01% | 1826 |
|
|
2020
Q4 | $18K | Hold |
181
| – | – | ﹤0.01% | 1826 |
|
|
2020
Q3 | $18K | Hold |
181
| – | – | ﹤0.01% | 1826 |
|
|
2020
Q2 | $18K | Hold |
181
| – | – | ﹤0.01% | 1826 |
|
|
2020
Q1 | $18K | Hold |
181
| – | – | ﹤0.01% | 1826 |
|
|
2019
Q4 | $18K | Hold |
181
| – | – | ﹤0.01% | 1826 |
|
|
2019
Q3 | $18K | Hold |
181
| – | – | ﹤0.01% | 1826 |
|
|
2019
Q2 | $18K | Hold |
181
| – | – | ﹤0.01% | 1826 |
|
|
2019
Q1 | $18K | Buy |
181
+97
| +115% | +$9.65K | ﹤0.01% | 1826 |
|
|
2018
Q4 | $5K | Sell |
84
-33
| -28% | -$1.96K | ﹤0.01% | 1512 |
|
|
2018
Q3 | $8K | Hold |
117
| – | – | ﹤0.01% | 1214 |
|
|
2018
Q2 | $7K | Buy |
117
+19
| +19% | +$1.14K | ﹤0.01% | 1095 |
|
|
2018
Q1 | $6K | Buy |
98
+38
| +63% | +$2.33K | ﹤0.01% | 962 |
|
|
2017
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 1127 |
|
|
2017
Q3 | $3K | Sell |
60
-4
| -6% | -$200 | ﹤0.01% | 1196 |
|
|
2017
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 951 |
|
|
2017
Q1 | $3K | Hold |
64
| – | – | ﹤0.01% | 931 |
|
|
2016
Q4 | $3K | Buy |
64
+60
| +1,500% | +$2.81K | ﹤0.01% | 920 |
|
|
2016
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1001 |
|
|
2016
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 802 |
|