BWP
Balboa Wealth Partners’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Sell |
1,510
-4,510
| -75% | -$1.74M | 0.12% | 143 |
|
|
2025
Q1 | $2.31M | Buy |
6,020
+699
| +13% | +$268K | 0.56% | 35 |
|
|
2024
Q4 | $2.37M | Buy |
5,321
+407
| +8% | +$181K | 0.54% | 34 |
|
|
2024
Q3 | $2.54M | Buy |
4,914
+713
| +17% | +$369K | 0.63% | 28 |
|
|
2024
Q2 | $2.33M | Buy |
4,201
+406
| +11% | +$226K | 0.62% | 27 |
|
|
2024
Q1 | $1.91M | Sell |
3,795
-3,084
| -45% | -$1.56M | 0.56% | 30 |
|
|
2023
Q4 | $4.1M | Sell |
6,879
-1,046
| -13% | -$624K | 1.36% | 12 |
|
|
2023
Q3 | $4.04M | Sell |
7,925
-955
| -11% | -$487K | 1.52% | 12 |
|
|
2023
Q2 | $4.34M | Buy |
8,880
+1,447
| +19% | +$708K | 1.51% | 10 |
|
|
2023
Q1 | $2.86M | Buy |
7,433
+1,376
| +23% | +$530K | 1.08% | 14 |
|
|
2022
Q4 | $2.04M | Sell |
6,057
-344
| -5% | -$116K | 0.92% | 18 |
|
|
2022
Q3 | $1.76M | Buy |
+6,401
| New | +$1.76M | 0.77% | 22 |
|