Venturi 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 | – | Sell |
-3,887
| Closed | -$312K | – | 549 |
|
|
2025
Q1 | $312K | Buy |
3,887
+55
| +1% | +$4.42K | 0.02% | 436 |
|
|
2024
Q4 | $299K | Buy |
3,832
+3,787
| +8,416% | +$296K | 0.01% | 456 |
|
|
2024
Q3 | $3.45K | Sell |
45
-1,771
| -98% | -$136K | ﹤0.01% | 1571 |
|
|
2024
Q2 | $144K | Buy |
1,816
+1,431
| +372% | +$113K | 0.01% | 455 |
|
|
2024
Q1 | $32.3K | Sell |
385
-10,506
| -96% | -$881K | ﹤0.01% | 606 |
|
|
2023
Q4 | $939K | Sell |
10,891
-60
| -0.5% | -$5.17K | 0.07% | 179 |
|
|
2023
Q3 | $868K | Buy |
10,951
+10,691
| +4,112% | +$847K | 0.07% | 181 |
|
|
2023
Q2 | $21.8K | Buy |
260
+79
| +44% | +$6.61K | ﹤0.01% | 534 |
|
|
2023
Q1 | $15.5K | Buy |
+181
| New | +$15.5K | ﹤0.01% | 644 |
|