Beacon Financial Group’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
696
-32
-4% -$12.4K 0.03% 300
2025
Q1
$279K Sell
728
-39
-5% -$15K 0.03% 287
2024
Q4
$341K Sell
767
-85
-10% -$37.8K 0.04% 264
2024
Q3
$441K Buy
852
+116
+16% +$60.1K 0.05% 227
2024
Q2
$409K Buy
736
+137
+23% +$76.1K 0.05% 229
2024
Q1
$302K Buy
599
+24
+4% +$12.1K 0.03% 272
2023
Q4
$343K Buy
+575
New +$343K 0.04% 244