Meritas Wealth Management’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,711
| Closed | -$212K | – | 54 |
|
|
2024
Q4 | $212K | Sell |
2,711
-644
| -19% | -$50.3K | 0.13% | 49 |
|
|
2024
Q3 | $257K | Hold |
3,355
| – | – | 0.16% | 44 |
|
|
2024
Q2 | $266K | Hold |
3,355
| – | – | 0.19% | 40 |
|
|
2024
Q1 | $281K | Hold |
3,355
| – | – | 0.2% | 38 |
|
|
2023
Q4 | $289K | Hold |
3,355
| – | – | 0.22% | 37 |
|
|
2023
Q3 | $266K | Hold |
3,355
| – | – | 0.2% | 36 |
|
|
2023
Q2 | $281K | Hold |
3,355
| – | – | 0.21% | 34 |
|
|
2023
Q1 | $287K | Sell |
3,355
-891
| -21% | -$76.1K | 0.23% | 33 |
|
|
2022
Q4 | $300K | Buy |
+4,246
| New | +$300K | 0.25% | 35 |
|