BigSur Wealth Management’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$774K Sell
2,000
-700
-26% -$271K 0.2% 95
2025
Q1
$1.04M Hold
2,700
0.28% 85
2024
Q4
$1.2M Sell
2,700
-477
-15% -$212K 0.34% 75
2024
Q3
$1.64M Buy
3,177
+27
+0.9% +$14K 0.45% 59
2024
Q2
$1.75M Buy
3,150
+350
+13% +$194K 0.54% 52
2024
Q1
$1.41M Buy
+2,800
New +$1.41M 0.44% 65