Heritage Wealth Management (Arizona)’s Dolby DLB Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio DLB Stock Details DLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$325K	Sell
2024 Q1	$386K	Sell
2023 Q4	$407K	Buy
2022 Q4	$866K	Buy
2022 Q3	$244K	Buy
2022 Q2	$257K	Buy
2021 Q3	–	Sell
2021 Q2	$4K	Sell
2021 Q1	$40K	Buy