AWM
AllSquare Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
339
+23
| +7% | +$8.9K | 0.07% | 132 |
|
|
2025
Q1 | $121K | Hold |
316
| – | – | 0.07% | 138 |
|
|
2024
Q4 | $141K | Buy |
316
+187
| +145% | +$83.2K | 0.08% | 127 |
|
|
2024
Q3 | $66.8K | Sell |
129
-11
| -8% | -$5.7K | 0.04% | 184 |
|
|
2024
Q2 | $77.8K | Hold |
140
| – | – | 0.05% | 169 |
|
|
2024
Q1 | $70.6K | Sell |
140
-8
| -5% | -$4.04K | 0.04% | 184 |
|
|
2023
Q4 | $88.3K | Sell |
148
-11
| -7% | -$6.56K | 0.05% | 160 |
|
|
2023
Q3 | $81.1K | Sell |
159
-38
| -19% | -$19.4K | 0.05% | 160 |
|
|
2023
Q2 | $82.2K | Buy |
197
+26
| +15% | +$10.8K | 0.05% | 162 |
|
|
2023
Q1 | $65.9K | Hold |
171
| – | – | 0.04% | 178 |
|
|
2022
Q4 | $57.5K | Hold |
171
| – | – | 0.04% | 185 |
|
|
2022
Q3 | $47K | Buy |
171
+13
| +8% | +$3.57K | 0.03% | 191 |
|
|
2022
Q2 | $58K | Hold |
158
| – | – | 0.04% | 182 |
|
|
2022
Q1 | $72K | Buy |
158
+26
| +20% | +$11.8K | 0.04% | 178 |
|
|
2021
Q4 | $75K | Sell |
132
-16
| -11% | -$9.09K | 0.04% | 178 |
|
|
2021
Q3 | $85K | Hold |
148
| – | – | 0.05% | 169 |
|
|
2021
Q2 | $87K | Hold |
148
| – | – | 0.05% | 175 |
|
|
2021
Q1 | $70K | Buy |
148
+5
| +3% | +$2.37K | 0.04% | 182 |
|
|
2020
Q4 | $72K | Hold |
143
| – | – | 0.05% | 167 |
|
|
2020
Q3 | $70K | Hold |
143
| – | – | 0.05% | 155 |
|
|
2020
Q2 | $62K | Sell |
143
-11
| -7% | -$4.77K | 0.05% | 158 |
|
|
2020
Q1 | $49K | Sell |
154
-37
| -19% | -$11.8K | 0.04% | 163 |
|
|
2019
Q4 | $63K | Sell |
191
-24
| -11% | -$7.92K | 0.04% | 161 |
|
|
2019
Q3 | $59K | Hold |
215
| – | – | 0.04% | 163 |
|
|
2019
Q2 | $63K | Hold |
215
| – | – | 0.05% | 162 |
|
|
2019
Q1 | $57K | Hold |
215
| – | – | 0.04% | 171 |
|
|
2018
Q4 | $49K | Buy |
215
+175
| +438% | +$39.9K | 0.04% | 164 |
|
|
2018
Q3 | $11K | Hold |
40
| – | – | 0.01% | 328 |
|
|
2018
Q2 | $10K | Buy |
+40
| New | +$10K | 0.01% | 334 |
|