Berger 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
$351K Sell
906
-73
-7% -$28.3K 0.02% 313
2025
Q1
$375K Sell
979
-1,499
-60% -$575K 0.03% 297
2024
Q4
$1.1M Sell
2,478
-443
-15% -$197K 0.08% 167
2024
Q3
$1.51M Buy
2,921
+1,607
+122% +$832K 0.11% 137
2024
Q2
$730K Buy
1,314
+9
+0.7% +$5K 0.06% 172
2024
Q1
$659K Sell
1,305
-61
-4% -$30.8K 0.05% 177
2023
Q4
$815K Sell
1,366
-33
-2% -$19.7K 0.08% 137
2023
Q3
$713K Buy
1,399
+5
+0.4% +$2.55K 0.08% 136
2023
Q2
$682K Sell
1,394
-12
-0.9% -$5.87K 0.08% 136
2023
Q1
$542K Buy
1,406
+49
+4% +$18.9K 0.07% 149
2022
Q4
$457K Sell
1,357
-43
-3% -$14.5K 0.06% 161
2022
Q3
$385K Buy
1,400
+30
+2% +$8.25K 0.06% 159
2022
Q2
$502K Sell
1,370
-43
-3% -$15.8K 0.07% 139
2022
Q1
$644K Buy
1,413
+145
+11% +$66.1K 0.08% 129
2021
Q4
$719K Buy
1,268
+287
+29% +$163K 0.1% 122
2021
Q3
$565K Hold
981
0.1% 108
2021
Q2
$575K Sell
981
-1
-0.1% -$586 0.1% 107
2021
Q1
$467K Buy
982
+25
+3% +$11.9K 0.1% 114
2020
Q4
$479K Buy
+957
New +$479K 0.08% 130