BTWM
Baker Tilly Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
1,082
+69
| +7% | +$26.7K | 0.15% | 144 |
|
|
2025
Q1 | $389K | Sell |
1,013
-60
| -6% | -$23K | 0.15% | 148 |
|
|
2024
Q4 | $477K | Sell |
1,073
-62
| -5% | -$27.6K | 0.19% | 121 |
|
|
2024
Q3 | $588K | Sell |
1,135
-579
| -34% | -$300K | 0.26% | 95 |
|
|
2024
Q2 | $952K | Sell |
1,714
-5,070
| -75% | -$2.82M | 0.39% | 55 |
|
|
2024
Q1 | $3.42M | Sell |
6,784
-2,947
| -30% | -$1.49M | 0.62% | 27 |
|
|
2023
Q4 | $5.81M | Sell |
9,731
-831
| -8% | -$496K | 0.95% | 14 |
|
|
2023
Q3 | $5.39M | Sell |
10,562
-3,313
| -24% | -$1.69M | 0.89% | 17 |
|
|
2023
Q2 | $6.78M | Sell |
13,875
-1,022
| -7% | -$500K | 0.71% | 22 |
|
|
2023
Q1 | $5.74M | Sell |
14,897
-2,636
| -15% | -$1.02M | 0.65% | 30 |
|
|
2022
Q4 | $5.9M | Sell |
17,533
-1,306
| -7% | -$440K | 0.73% | 24 |
|
|
2022
Q3 | $5.18M | Sell |
18,839
-204
| -1% | -$56.1K | 0.71% | 26 |
|
|
2022
Q2 | $6.97M | Buy |
19,043
+2,175
| +13% | +$796K | 0.91% | 15 |
|
|
2022
Q1 | $7.69M | Buy |
16,868
+3,192
| +23% | +$1.45M | 0.85% | 17 |
|
|
2021
Q4 | $7.76M | Buy |
13,676
+1,506
| +12% | +$854K | 0.83% | 15 |
|
|
2021
Q3 | $7.01M | Buy |
12,170
+846
| +7% | +$487K | 0.93% | 14 |
|
|
2021
Q2 | $6.63M | Buy |
11,324
+1,107
| +11% | +$648K | 1.07% | 13 |
|
|
2021
Q1 | $4.86M | Buy |
10,217
+3,021
| +42% | +$1.44M | 0.99% | 12 |
|
|
2020
Q4 | $3.6M | Buy |
+7,196
| New | +$3.6M | 1.11% | 14 |
|