Moran 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
Q2 | $556K | Sell |
7,481
-1,167
| -13% | -$86.7K | 0.02% | 396 |
|
2025
Q1 | $695K | Sell |
8,648
-536
| -6% | -$43K | 0.02% | 336 |
|
2024
Q4 | $717K | Buy |
9,184
+390
| +4% | +$30.5K | 0.02% | 329 |
|
2024
Q3 | $673K | Sell |
8,794
-140
| -2% | -$10.7K | 0.02% | 345 |
|
2024
Q2 | $708K | Buy |
8,934
+782
| +10% | +$62K | 0.02% | 308 |
|
2024
Q1 | $683K | Buy |
8,152
+122
| +2% | +$10.2K | 0.02% | 316 |
|
2023
Q4 | $692K | Sell |
8,030
-542
| -6% | -$46.7K | 0.02% | 322 |
|
2023
Q3 | $679K | Buy |
8,572
+270
| +3% | +$21.4K | 0.03% | 288 |
|
2023
Q2 | $695K | Sell |
8,302
-442
| -5% | -$37K | 0.03% | 284 |
|
2023
Q1 | $747K | Buy |
8,744
+663
| +8% | +$56.6K | 0.03% | 276 |
|
2022
Q4 | $570K | Buy |
+8,081
| New | +$570K | 0.02% | 292 |
|