AWM
Aries Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Sell |
1,594
-161
| -9% | -$62.3K | 0.16% | 122 |
|
|
2025
Q1 | $673K | Buy |
1,755
+520
| +42% | +$199K | 0.18% | 115 |
|
|
2024
Q4 | $549K | Sell |
1,235
-30
| -2% | -$13.3K | 0.15% | 131 |
|
|
2024
Q3 | $655K | Buy |
1,265
+100
| +9% | +$51.8K | 0.18% | 114 |
|
|
2024
Q2 | $647K | Buy |
1,165
+515
| +79% | +$286K | 0.2% | 106 |
|
|
2024
Q1 | $328K | Buy |
650
+132
| +25% | +$66.6K | 0.11% | 155 |
|
|
2023
Q4 | $309K | Sell |
518
-30
| -5% | -$17.9K | 0.11% | 151 |
|
|
2023
Q3 | $302K | Sell |
548
-13
| -2% | -$7.16K | 0.12% | 151 |
|
|
2023
Q2 | $274K | Sell |
561
-196
| -26% | -$95.8K | 0.11% | 157 |
|
|
2023
Q1 | $292K | Buy |
757
+25
| +3% | +$9.63K | 0.12% | 146 |
|
|
2022
Q4 | $246K | Sell |
732
-15
| -2% | -$5.05K | 0.11% | 167 |
|
|
2022
Q3 | $238K | Buy |
747
+149
| +25% | +$47.5K | 0.11% | 161 |
|
|
2022
Q2 | $219K | Buy |
+598
| New | +$219K | 0.1% | 160 |
|
|
2022
Q1 | – | Sell |
-623
| Closed | -$353K | – | 76 |
|
|
2021
Q4 | $353K | Hold |
623
| – | – | 0.13% | 133 |
|
|
2021
Q3 | $359K | Buy |
623
+6
| +1% | +$3.46K | 0.15% | 129 |
|
|
2021
Q2 | $361K | Hold |
617
| – | – | 0.15% | 126 |
|
|
2021
Q1 | $315K | Sell |
617
-214
| -26% | -$109K | 0.14% | 130 |
|
|
2020
Q4 | $403K | Hold |
831
| – | – | 0.2% | 102 |
|
|
2020
Q3 | $408K | Hold |
831
| – | – | 0.23% | 92 |
|
|
2020
Q2 | $362K | Buy |
831
+140
| +20% | +$61K | 0.22% | 95 |
|
|
2020
Q1 | $210K | Hold |
691
| – | – | 0.16% | 119 |
|
|
2019
Q4 | $231K | Buy |
+691
| New | +$231K | 0.14% | 133 |
|