Aprio Wealth Management’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $612K | Buy |
1,582
+450
| +40% | +$174K | 0.07% | 165 |
|
2025
Q1 | $434K | Buy |
1,132
+85
| +8% | +$32.6K | 0.05% | 197 |
|
2024
Q4 | $466K | Sell |
1,047
-45
| -4% | -$20K | 0.07% | 145 |
|
2024
Q3 | $565K | Buy |
1,092
+247
| +29% | +$128K | 0.09% | 114 |
|
2024
Q2 | $469K | Sell |
845
-165
| -16% | -$91.7K | 0.09% | 112 |
|
2024
Q1 | $510K | Sell |
1,010
-119
| -11% | -$60K | 0.1% | 100 |
|
2023
Q4 | $674K | Buy |
1,129
+92
| +9% | +$54.9K | 0.15% | 81 |
|
2023
Q3 | $529K | Buy |
+1,037
| New | +$529K | 0.15% | 77 |
|