Wealth Effects’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 |
-3,500
| Closed | -$273K | – | 206 |
|
|
2024
Q4 | $273K | Sell |
3,500
-2,800
| -44% | -$219K | 0.1% | 170 |
|
|
2024
Q3 | $482K | Hold |
6,300
| – | – | 0.17% | 112 |
|
|
2024
Q2 | $499K | Hold |
6,300
| – | – | 0.18% | 104 |
|
|
2024
Q1 | $528K | Hold |
6,300
| – | – | 0.19% | 104 |
|
|
2023
Q4 | $543K | Hold |
6,300
| – | – | 0.2% | 101 |
|
|
2023
Q3 | $499K | Hold |
6,300
| – | – | 0.25% | 93 |
|
|
2023
Q2 | $527K | Hold |
6,300
| – | – | 0.23% | 91 |
|
|
2023
Q1 | $538K | Hold |
6,300
| – | – | 0.28% | 82 |
|
|
2022
Q4 | $444K | Sell |
6,300
-180
| -3% | -$12.7K | 0.25% | 94 |
|
|
2022
Q3 | $422K | Buy |
6,480
+480
| +8% | +$31.3K | 0.26% | 90 |
|
|
2022
Q2 | $429K | Sell |
6,000
-50
| -0.8% | -$3.58K | 0.26% | 94 |
|
|
2022
Q1 | $473K | Sell |
6,050
-101
| -2% | -$7.9K | 0.22% | 94 |
|
|
2021
Q4 | $586K | Buy |
+6,151
| New | +$586K | 0.24% | 86 |
|