Mitchell & Pahl Private Wealth’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
15,563
+766
| +5% | +$56.9K | 0.51% | 71 |
|
|
2025
Q1 | $1.19M | Buy |
14,797
+26
| +0.2% | +$2.09K | 0.55% | 66 |
|
|
2024
Q4 | $1.15M | Buy |
14,771
+745
| +5% | +$58.2K | 0.54% | 68 |
|
|
2024
Q3 | $1.07M | Buy |
14,026
+209
| +2% | +$16K | 0.5% | 73 |
|
|
2024
Q2 | $1.09M | Buy |
13,817
+174
| +1% | +$13.8K | 0.58% | 62 |
|
|
2024
Q1 | $1.14M | Buy |
13,643
+306
| +2% | +$25.6K | 0.6% | 63 |
|
|
2023
Q4 | $1.15M | Sell |
13,337
-134
| -1% | -$11.5K | 0.65% | 57 |
|
|
2023
Q3 | $1.07M | Buy |
13,471
+888
| +7% | +$70.4K | 0.63% | 55 |
|
|
2023
Q2 | $1.05M | Buy |
12,583
+82
| +0.7% | +$6.86K | 0.64% | 52 |
|
|
2023
Q1 | $1.07M | Buy |
12,501
+14
| +0.1% | +$1.2K | 0.67% | 53 |
|
|
2022
Q4 | $881K | Buy |
12,487
+270
| +2% | +$19K | 0.58% | 63 |
|
|
2022
Q3 | $796K | Buy |
12,217
+326
| +3% | +$21.2K | 0.59% | 60 |
|
|
2022
Q2 | $851K | Buy |
11,891
+7,411
| +165% | +$530K | 0.59% | 61 |
|
|
2022
Q1 | $350K | Sell |
4,480
-100
| -2% | -$7.81K | 0.22% | 129 |
|
|
2021
Q4 | $436K | Sell |
4,580
-346
| -7% | -$32.9K | 0.28% | 108 |
|
|
2021
Q3 | $433K | Sell |
4,926
-35
| -0.7% | -$3.08K | 0.31% | 97 |
|
|
2021
Q2 | $488K | Sell |
4,961
-35
| -0.7% | -$3.44K | 0.35% | 92 |
|
|
2021
Q1 | $493K | Sell |
4,996
-13
| -0.3% | -$1.28K | 0.38% | 87 |
|
|
2020
Q4 | $487K | Buy |
+5,009
| New | +$487K | 0.41% | 81 |
|