Integrated Wealth Concepts’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Buy |
5,476
+2,473
| +82% | +$184K | ﹤0.01% | 1387 |
|
|
2025
Q1 | $241K | Sell |
3,003
-445
| -13% | -$35.7K | ﹤0.01% | 1526 |
|
|
2024
Q4 | $269K | Buy |
3,448
+334
| +11% | +$26.1K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $238K | Sell |
3,114
-119
| -4% | -$9.11K | ﹤0.01% | 1480 |
|
|
2024
Q2 | $256K | Sell |
3,233
-31
| -0.9% | -$2.46K | ﹤0.01% | 1402 |
|
|
2024
Q1 | $273K | Sell |
3,264
-7,268
| -69% | -$609K | ﹤0.01% | 1374 |
|
|
2023
Q4 | $908K | Sell |
10,532
-667
| -6% | -$57.5K | 0.01% | 759 |
|
|
2023
Q3 | $888K | Sell |
11,199
-360
| -3% | -$28.5K | 0.02% | 741 |
|
|
2023
Q2 | $967K | Buy |
+11,559
| New | +$967K | 0.02% | 696 |
|