JFS 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
Q2 | $743 | Sell |
10
-25
| -71% | -$1.86K | ﹤0.01% | 1630 |
|
|
2025
Q1 | $2.81K | Buy |
35
+6
| +21% | +$482 | ﹤0.01% | 1340 |
|
|
2024
Q4 | $2.27K | Hold |
29
| – | – | ﹤0.01% | 1423 |
|
|
2024
Q3 | $2.22K | Sell |
29
-11
| -28% | -$842 | ﹤0.01% | 1437 |
|
|
2024
Q2 | $3.17K | Hold |
40
| – | – | ﹤0.01% | 1254 |
|
|
2024
Q1 | $3.35K | Sell |
40
-2
| -5% | -$168 | ﹤0.01% | 1253 |
|
|
2023
Q4 | $3.62K | Buy |
42
+1
| +2% | +$86 | ﹤0.01% | 1187 |
|
|
2023
Q3 | $3.25K | Hold |
41
| – | – | ﹤0.01% | 1182 |
|
|
2023
Q2 | $3.43K | Hold |
41
| – | – | ﹤0.01% | 1179 |
|
|
2023
Q1 | $3.5K | Buy |
41
+5
| +14% | +$427 | ﹤0.01% | 1138 |
|
|
2022
Q4 | $2.54K | Sell |
36
-31
| -46% | -$2.19K | ﹤0.01% | 1279 |
|
|
2022
Q3 | $4K | Buy |
67
+20
| +43% | +$1.19K | ﹤0.01% | 1044 |
|
|
2022
Q2 | $3K | Sell |
47
-11
| -19% | -$702 | ﹤0.01% | 1169 |
|
|
2022
Q1 | $5K | Buy |
58
+46
| +383% | +$3.97K | ﹤0.01% | 1029 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1324 |
|
|
2020
Q4 | – | Sell |
-60
| Closed | -$4K | – | 584 |
|
|
2020
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 439 |
|