Kovitz Investment Group Partners’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
3,925
-435
| -10% | -$32.3K | ﹤0.01% | 1147 |
|
|
2025
Q1 | $350K | Sell |
4,360
-1,061
| -20% | -$85.2K | ﹤0.01% | 998 |
|
|
2024
Q4 | $423K | Sell |
5,421
-3,054
| -36% | -$239K | ﹤0.01% | 939 |
|
|
2024
Q3 | $626K | Sell |
8,475
-2,909
| -26% | -$215K | ﹤0.01% | 715 |
|
|
2024
Q2 | $902K | Sell |
11,384
-2,094
| -16% | -$166K | 0.01% | 552 |
|
|
2024
Q1 | $1.13M | Buy |
+13,478
| New | +$1.13M | 0.01% | 386 |
|