BSW Wealth Partners’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
1,319
-161
| -11% | -$62.3K | 0.07% | 158 |
|
|
2025
Q1 | $568K | Buy |
1,480
+285
| +24% | +$109K | 0.09% | 140 |
|
|
2024
Q4 | $531K | Sell |
1,195
-118
| -9% | -$52.5K | 0.08% | 150 |
|
|
2024
Q3 | $680K | Buy |
1,313
+175
| +15% | +$90.6K | 0.1% | 113 |
|
|
2024
Q2 | $632K | Sell |
1,138
-206
| -15% | -$114K | 0.1% | 111 |
|
|
2024
Q1 | $678K | Sell |
1,344
-87
| -6% | -$43.9K | 0.11% | 106 |
|
|
2023
Q4 | $854K | Buy |
1,431
+81
| +6% | +$48.3K | 0.17% | 79 |
|
|
2023
Q3 | $688K | Buy |
1,350
+289
| +27% | +$147K | 0.15% | 84 |
|
|
2023
Q2 | $519K | Sell |
1,061
-2,022
| -66% | -$989K | 0.11% | 106 |
|
|
2023
Q1 | $1.19M | Buy |
3,083
+637
| +26% | +$245K | 0.24% | 56 |
|
|
2022
Q4 | $823K | Sell |
2,446
-66
| -3% | -$22.2K | 0.18% | 77 |
|
|
2022
Q3 | $691K | Sell |
2,512
-109
| -4% | -$30K | 0.17% | 75 |
|
|
2022
Q2 | $959K | Buy |
2,621
+464
| +22% | +$170K | 0.23% | 60 |
|
|
2022
Q1 | $983K | Buy |
2,157
+450
| +26% | +$205K | 0.25% | 54 |
|
|
2021
Q4 | $968K | Buy |
1,707
+59
| +4% | +$33.5K | 0.24% | 59 |
|
|
2021
Q3 | $949K | Buy |
1,648
+39
| +2% | +$22.5K | 0.27% | 53 |
|
|
2021
Q2 | $942K | Buy |
1,609
+272
| +20% | +$159K | 0.26% | 55 |
|
|
2021
Q1 | $636K | Buy |
1,337
+163
| +14% | +$77.5K | 0.18% | 71 |
|
|
2020
Q4 | $587K | Buy |
1,174
+88
| +8% | +$44K | 0.18% | 72 |
|
|
2020
Q3 | $533K | Buy |
1,086
+393
| +57% | +$193K | 0.2% | 66 |
|
|
2020
Q2 | $302K | Buy |
+693
| New | +$302K | 0.1% | 102 |
|
|
2018
Q4 | – | Sell |
-795
| Closed | -$215K | – | 97 |
|
|
2018
Q3 | $215K | Buy |
+795
| New | +$215K | 0.08% | 127 |
|