Geneos Wealth Management’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.06K | Sell |
95
-115
| -55% | -$8.54K | ﹤0.01% | 2450 |
|
|
2025
Q1 | $16.9K | Buy |
+210
| New | +$16.9K | ﹤0.01% | 2403 |
|
|
2024
Q4 | – | Sell |
-8
| Closed | -$612 | – | 2900 |
|
|
2024
Q3 | $612 | Buy |
+8
| New | +$612 | ﹤0.01% | 2524 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$19K | – | 2802 |
|
|
2021
Q4 | $19K | Hold |
200
| – | – | ﹤0.01% | 1904 |
|
|
2021
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 1995 |
|
|
2021
Q2 | $20K | Sell |
200
-232
| -54% | -$23.2K | ﹤0.01% | 1914 |
|
|
2021
Q1 | $43K | Hold |
432
| – | – | ﹤0.01% | 1710 |
|
|
2020
Q4 | $30K | Buy |
432
+232
| +116% | +$16.1K | ﹤0.01% | 1696 |
|
|
2020
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 1875 |
|
|
2020
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 1797 |
|
|
2020
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 1811 |
|
|
2019
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 1869 |
|
|
2019
Q3 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 1804 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$12K | – | 2414 |
|
|
2018
Q2 | $12K | Sell |
200
-203
| -50% | -$12.2K | ﹤0.01% | 1634 |
|
|
2018
Q1 | $25K | Sell |
403
-99
| -20% | -$6.14K | ﹤0.01% | 1295 |
|
|
2017
Q4 | $31K | Buy |
502
+101
| +25% | +$6.24K | ﹤0.01% | 1214 |
|
|
2017
Q3 | $23K | Buy |
401
+201
| +101% | +$11.5K | ﹤0.01% | 1267 |
|
|
2017
Q2 | $9K | Sell |
200
-200
| -50% | -$9K | ﹤0.01% | 1566 |
|
|
2017
Q1 | $20K | Buy |
400
+363
| +981% | +$18.2K | ﹤0.01% | 1232 |
|
|
2016
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 1941 |
|