Beacon Financial Advisory’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$212K Sell
547
-8
-1% -$3.1K 0.05% 335
2025
Q1
$213K Buy
555
+77
+16% +$29.5K 0.06% 311
2024
Q4
$213K Sell
478
-20
-4% -$8.89K 0.07% 280
2024
Q3
$258K Buy
498
+23
+5% +$11.9K 0.09% 245
2024
Q2
$264K Buy
+475
New +$264K 0.1% 230