Institutional & Family Asset Management’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $18.1K | Sell |
228
-76
| -25% | -$6.02K | ﹤0.01% | 348 |
|
2024
Q1 | $25.5K | Sell |
304
-28
| -8% | -$2.35K | ﹤0.01% | 306 |
|
2023
Q4 | $28.6K | Sell |
332
-7
| -2% | -$603 | ﹤0.01% | 283 |
|
2023
Q3 | $26.9K | Hold |
339
| – | – | ﹤0.01% | 275 |
|
2023
Q2 | $28.4K | Sell |
339
-34
| -9% | -$2.85K | ﹤0.01% | 275 |
|
2023
Q1 | $31.9K | Sell |
373
-63
| -14% | -$5.38K | 0.01% | 255 |
|
2022
Q4 | $30.8K | Hold |
436
| – | – | 0.01% | 259 |
|
2022
Q3 | $28K | Sell |
436
-5
| -1% | -$321 | 0.01% | 271 |
|
2022
Q2 | $32K | Hold |
441
| – | – | 0.01% | 264 |
|
2022
Q1 | $34K | Hold |
441
| – | – | 0.01% | 290 |
|
2021
Q4 | $42K | Hold |
441
| – | – | 0.01% | 280 |
|
2021
Q3 | $39K | Hold |
441
| – | – | 0.01% | 360 |
|
2021
Q2 | $43K | Hold |
441
| – | – | 0.01% | 354 |
|
2021
Q1 | $44K | Hold |
441
| – | – | 0.01% | 371 |
|
2020
Q4 | $43K | Sell |
441
-2
| -0.5% | -$195 | 0.01% | 344 |
|
2020
Q3 | $29K | Hold |
443
| – | – | 0.01% | 349 |
|
2020
Q2 | $29K | Sell |
443
-10
| -2% | -$655 | 0.01% | 358 |
|
2020
Q1 | $25K | Hold |
453
| – | – | 0.01% | 340 |
|
2019
Q4 | $31K | Sell |
453
-8
| -2% | -$547 | 0.01% | 372 |
|
2019
Q3 | $30K | Sell |
461
-1
| -0.2% | -$65 | 0.01% | 352 |
|
2019
Q2 | $30K | Sell |
462
-9
| -2% | -$584 | 0.01% | 367 |
|
2019
Q1 | $30K | Hold |
471
| – | – | 0.01% | 378 |
|
2018
Q4 | $29K | Hold |
471
| – | – | 0.01% | 364 |
|
2018
Q3 | $33K | Hold |
471
| – | – | 0.01% | 389 |
|
2018
Q2 | $29K | Hold |
471
| – | – | 0.01% | 391 |
|
2018
Q1 | $30K | Buy |
+471
| New | +$30K | 0.01% | 370 |
|