Summit Trail 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 | $1.44M | Buy |
+19,344
| New | +$1.44M | 0.02% | 352 |
|
|
2018
Q4 | – | Sell |
-4,183
| Closed | -$293K | – | 150 |
|
|
2018
Q3 | $293K | Sell |
4,183
-177
| -4% | -$12.4K | 0.06% | 154 |
|
|
2018
Q2 | $269K | Sell |
4,360
-8,665
| -67% | -$535K | 0.09% | 113 |
|
|
2018
Q1 | $519K | Buy |
13,025
+1,725
| +15% | +$68.7K | 0.09% | 202 |
|
|
2017
Q4 | $722K | Buy |
+11,300
| New | +$722K | 0.09% | 184 |
|