Alera Investment Advisors’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $766K | Buy |
1,479
+255
| +21% | +$132K | 0.09% | 91 |
|
|
2024
Q2 | $680K | Buy |
1,224
+753
| +160% | +$418K | 0.08% | 97 |
|
|
2024
Q1 | $238K | Buy |
471
+78
| +20% | +$39.4K | 0.03% | 150 |
|
|
2023
Q4 | $234K | Buy |
+393
| New | +$234K | 0.03% | 148 |
|
|
2019
Q2 | – | Sell |
-152
| Closed | -$41K | – | 87 |
|
|
2019
Q1 | $41K | Buy |
152
+12
| +9% | +$3.24K | 0.02% | 185 |
|
|
2018
Q4 | $32K | Buy |
+140
| New | +$32K | 0.02% | 218 |
|