Avaii 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
$286K Sell
740
-2
-0.3% -$774 0.13% 103
2025
Q1
$285K Sell
742
-35
-5% -$13.4K 0.15% 90
2024
Q4
$345K Sell
777
-52
-6% -$23.1K 0.17% 81
2024
Q3
$429K Sell
829
-242
-23% -$125K 0.22% 65
2024
Q2
$595K Buy
1,071
+25
+2% +$13.9K 0.33% 53
2024
Q1
$528K Buy
1,046
+44
+4% +$22.2K 0.31% 60
2023
Q4
$598K Buy
1,002
+252
+34% +$150K 0.39% 57
2023
Q3
$382K Buy
750
+21
+3% +$10.7K 0.29% 81
2023
Q2
$356K Buy
729
+27
+4% +$13.2K 0.27% 83
2023
Q1
$271K Sell
702
-6
-0.8% -$2.31K 0.24% 102
2022
Q4
$238K Buy
+708
New +$238K 0.21% 106
2022
Q3
Sell
-703
Closed -$258K 110
2022
Q2
$258K Sell
703
-29
-4% -$10.6K 0.28% 82
2022
Q1
$333K Buy
732
+42
+6% +$19.1K 0.31% 63
2021
Q4
$391K Buy
+690
New +$391K 0.39% 56