Briaud Financial Planning’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $34K | Buy |
90
+20
| +29% | +$7.56K | 0.01% | 122 |
|
2025
Q1 | $26K | Hold |
70
| – | – | 0.01% | 112 |
|
2024
Q4 | $31K | Hold |
70
| – | – | 0.01% | 98 |
|
2024
Q3 | $36K | Buy |
+70
| New | +$36K | 0.02% | 73 |
|
2023
Q4 | – | Sell |
-10
| Closed | -$5K | – | 14 |
|
2023
Q3 | $5K | Buy |
+10
| New | +$5K | ﹤0.01% | 113 |
|