AWM
Ameliora Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.8K | Sell |
152
-170
| -53% | -$65.8K | 0.02% | 146 |
|
|
2025
Q1 | $123K | Hold |
322
| – | – | 0.05% | 123 |
|
|
2024
Q4 | $143K | Sell |
322
-854
| -73% | -$380K | 0.05% | 117 |
|
|
2024
Q3 | $609K | Buy |
1,176
+55
| +5% | +$28.5K | 0.25% | 51 |
|
|
2024
Q2 | $623K | Buy |
1,121
+32
| +3% | +$17.8K | 0.28% | 51 |
|
|
2024
Q1 | $550K | Buy |
1,089
+13
| +1% | +$6.56K | 0.25% | 55 |
|
|
2023
Q4 | $642K | Buy |
1,076
+924
| +608% | +$551K | 0.32% | 51 |
|
|
2023
Q3 | $77.5K | Buy |
+152
| New | +$77.5K | 0.05% | 107 |
|
|
2023
Q1 | – | Sell |
-57
| Closed | -$19.2K | – | 217 |
|
|
2022
Q4 | $19.2K | Hold |
57
| – | – | 0.01% | 189 |
|
|
2022
Q3 | $16K | Hold |
57
| – | – | 0.01% | 183 |
|
|
2022
Q2 | $20K | Sell |
57
-7,337
| -99% | -$2.57M | 0.02% | 37 |
|
|
2022
Q1 | $3.1M | Sell |
7,394
-521
| -7% | -$218K | 2.04% | 11 |
|
|
2021
Q4 | $4.09M | Buy |
+7,915
| New | +$4.09M | 3.74% | 8 |
|