EverSource Wealth Advisors’s Dolby DLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $193K | Buy |
2,598
+1,902
| +273% | +$141K | 0.01% | 878 |
|
|
2025
Q1 | $55.9K | Buy |
696
+506
| +266% | +$40.6K | ﹤0.01% | 1183 |
|
|
2024
Q4 | $14.8K | Buy |
190
+11
| +6% | +$859 | ﹤0.01% | 1795 |
|
|
2024
Q3 | $13.7K | Sell |
179
-3,104
| -95% | -$238K | ﹤0.01% | 1691 |
|
|
2024
Q2 | $259K | Sell |
3,283
-108
| -3% | -$8.51K | 0.02% | 478 |
|
|
2024
Q1 | $263K | Buy |
3,391
+52
| +2% | +$4.04K | 0.02% | 413 |
|
|
2023
Q4 | $288K | Buy |
3,339
+43
| +1% | +$3.71K | 0.03% | 350 |
|
|
2023
Q3 | $261K | Sell |
3,296
-36
| -1% | -$2.85K | 0.03% | 343 |
|
|
2023
Q2 | $279K | Buy |
3,332
+319
| +11% | +$26.7K | 0.03% | 326 |
|
|
2023
Q1 | $257K | Buy |
3,013
+261
| +9% | +$22.3K | 0.03% | 328 |
|
|
2022
Q4 | $194K | Sell |
2,752
-2,721
| -50% | -$192K | 0.03% | 356 |
|
|
2022
Q3 | $358K | Sell |
5,473
-142
| -3% | -$9.29K | 0.08% | 210 |
|
|
2022
Q2 | $402K | Buy |
+5,615
| New | +$402K | 0.1% | 175 |
|
|
2022
Q1 | – | Sell |
-21
| Closed | -$2K | – | 1743 |
|
|
2021
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1529 |
|