Blue Zone Wealth Advisors’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,056
| Closed | -$355K | – | 84 |
|
|
2022
Q4 | $355K | Hold |
1,056
| – | – | 0.19% | 65 |
|
|
2022
Q3 | $291K | Sell |
1,056
-204
| -16% | -$56.2K | 0.15% | 72 |
|
|
2022
Q2 | $461K | Hold |
1,260
| – | – | 0.21% | 67 |
|
|
2022
Q1 | $574K | Buy |
1,260
+242
| +24% | +$110K | 0.21% | 67 |
|
|
2021
Q4 | $577K | Buy |
1,018
+46
| +5% | +$26.1K | 0.19% | 69 |
|
|
2021
Q3 | $560K | Hold |
972
| – | – | 0.19% | 72 |
|
|
2021
Q2 | $569K | Hold |
972
| – | – | 0.21% | 67 |
|
|
2021
Q1 | $462K | Sell |
972
-218
| -18% | -$104K | 0.2% | 65 |
|
|
2020
Q4 | $595K | Buy |
1,190
+218
| +22% | +$109K | 0.29% | 53 |
|
|
2020
Q3 | $477K | Hold |
972
| – | – | 0.27% | 50 |
|
|
2020
Q2 | $423K | Sell |
972
-308
| -24% | -$134K | 0.24% | 48 |
|
|
2020
Q1 | $407K | Buy |
+1,280
| New | +$407K | 0.38% | 30 |
|