J.P. Morgan Private Wealth Advisors’s Dolby DLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $337K | Sell |
4,246
-1,145
| -21% | -$90.8K | ﹤0.01% | 1417 |
|
|
2023
Q2 | $451K | Sell |
5,391
-4,646
| -46% | -$389K | ﹤0.01% | 1077 |
|
|
2023
Q1 | $857K | Buy |
10,037
+54
| +0.5% | +$4.61K | ﹤0.01% | 1238 |
|
|
2022
Q4 | $704K | Buy |
9,983
+1,461
| +17% | +$103K | ﹤0.01% | 1317 |
|
|
2022
Q3 | $555K | Buy |
8,522
+265
| +3% | +$17.3K | ﹤0.01% | 1414 |
|
|
2022
Q2 | $591K | Sell |
8,257
-216
| -3% | -$15.5K | ﹤0.01% | 1388 |
|
|
2022
Q1 | $663K | Buy |
8,473
+618
| +8% | +$48.4K | ﹤0.01% | 1405 |
|
|
2021
Q4 | $748K | Sell |
7,855
-52
| -0.7% | -$4.95K | ﹤0.01% | 1387 |
|
|
2021
Q3 | $696K | Buy |
7,907
+993
| +14% | +$87.4K | ﹤0.01% | 1373 |
|
|
2021
Q2 | $680K | Buy |
6,914
+646
| +10% | +$63.5K | ﹤0.01% | 1365 |
|
|
2021
Q1 | $619K | Sell |
6,268
-621
| -9% | -$61.3K | ﹤0.01% | 1242 |
|
|
2020
Q4 | $669K | Buy |
6,889
+359
| +5% | +$34.9K | ﹤0.01% | 1173 |
|
|
2020
Q3 | $433K | Buy |
6,530
+388
| +6% | +$25.7K | ﹤0.01% | 1214 |
|
|
2020
Q2 | $405K | Sell |
6,142
-229
| -4% | -$15.1K | ﹤0.01% | 1194 |
|
|
2020
Q1 | $345K | Sell |
6,371
-1,691
| -21% | -$91.6K | ﹤0.01% | 1080 |
|
|
2019
Q4 | $555K | Sell |
8,062
-1,309
| -14% | -$90.1K | ﹤0.01% | 1014 |
|
|
2019
Q3 | $606K | Sell |
9,371
-1,618
| -15% | -$105K | ﹤0.01% | 932 |
|
|
2019
Q2 | $710K | Sell |
10,989
-2,505
| -19% | -$162K | ﹤0.01% | 864 |
|
|
2019
Q1 | $850K | Sell |
13,494
-637
| -5% | -$40.1K | ﹤0.01% | 845 |
|
|
2018
Q4 | $874K | Sell |
14,131
-146
| -1% | -$9.03K | 0.01% | 795 |
|
|
2018
Q3 | $999K | Buy |
14,277
+1,694
| +13% | +$119K | ﹤0.01% | 829 |
|
|
2018
Q2 | $776K | Buy |
12,583
+3,058
| +32% | +$189K | ﹤0.01% | 854 |
|
|
2018
Q1 | $606K | Buy |
9,525
+556
| +6% | +$35.4K | ﹤0.01% | 804 |
|
|
2017
Q4 | $556K | Sell |
8,969
-801
| -8% | -$49.7K | ﹤0.01% | 830 |
|
|
2017
Q3 | $562K | Buy |
9,770
+527
| +6% | +$30.3K | ﹤0.01% | 799 |
|
|
2017
Q2 | $453K | Buy |
9,243
+257
| +3% | +$12.6K | ﹤0.01% | 867 |
|
|
2017
Q1 | $471K | Buy |
8,986
+196
| +2% | +$10.3K | ﹤0.01% | 877 |
|
|
2016
Q4 | $397K | Buy |
8,790
+652
| +8% | +$29.4K | ﹤0.01% | 888 |
|
|
2016
Q3 | $442K | Buy |
8,138
+126
| +2% | +$6.84K | ﹤0.01% | 828 |
|
|
2016
Q2 | $383K | Sell |
8,012
-791
| -9% | -$37.8K | ﹤0.01% | 879 |
|
|
2016
Q1 | $383K | Sell |
8,803
-973
| -10% | -$42.3K | ﹤0.01% | 854 |
|
|
2015
Q4 | $329K | Buy |
9,776
+1,629
| +20% | +$54.8K | ﹤0.01% | 829 |
|
|
2015
Q3 | $266K | Sell |
8,147
-713
| -8% | -$23.3K | ﹤0.01% | 829 |
|
|
2015
Q2 | $352K | Buy |
8,860
+942
| +12% | +$37.4K | ﹤0.01% | 791 |
|
|
2015
Q1 | $302K | Sell |
7,918
-137
| -2% | -$5.23K | ﹤0.01% | 887 |
|
|
2014
Q4 | $347K | Buy |
8,055
+1,966
| +32% | +$84.7K | ﹤0.01% | 827 |
|
|
2014
Q3 | $254K | Buy |
6,089
+378
| +7% | +$15.8K | ﹤0.01% | 895 |
|
|
2014
Q2 | $247K | Buy |
+5,711
| New | +$247K | ﹤0.01% | 752 |
|