Icon Wealth Advisors’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,436
| Closed | -$112K | – | 487 |
|
|
2024
Q4 | $112K | Sell |
1,436
-63
| -4% | -$4.92K | 0.01% | 484 |
|
|
2024
Q3 | $115K | Sell |
1,499
-7
| -0.5% | -$536 | 0.01% | 451 |
|
|
2024
Q2 | $119K | Sell |
1,506
-72
| -5% | -$5.67K | 0.01% | 404 |
|
|
2024
Q1 | $132K | Sell |
1,578
-87
| -5% | -$7.29K | 0.01% | 417 |
|
|
2023
Q4 | $144K | Buy |
+1,665
| New | +$144K | 0.01% | 362 |
|
|
2022
Q4 | – | Sell |
-2,170
| Closed | -$141K | – | 352 |
|
|
2022
Q3 | $141K | Buy |
+2,170
| New | +$141K | 0.02% | 345 |
|