Caliber Wealth Management (Utah)’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.2M | Buy |
2,377
+363
| +18% | +$183K | 0.64% | 47 |
|
|
2023
Q4 | $1.2M | Buy |
+2,014
| New | +$1.2M | 0.71% | 45 |
|
|
2022
Q2 | – | Sell |
-4,250
| Closed | -$1.94M | – | 65 |
|
|
2022
Q1 | $1.94M | Buy |
4,250
+214
| +5% | +$97.5K | 1.24% | 39 |
|
|
2021
Q4 | $2.1M | Buy |
4,036
+461
| +13% | +$240K | 1.45% | 32 |
|
|
2021
Q3 | $2.23M | Buy |
3,575
+104
| +3% | +$64.8K | 1.57% | 20 |
|
|
2021
Q2 | $2.03M | Sell |
3,471
-342
| -9% | -$200K | 1.44% | 16 |
|
|
2021
Q1 | $1.81M | Buy |
3,813
+452
| +13% | +$215K | 1.32% | 21 |
|
|
2020
Q4 | $1.68M | Buy |
+3,361
| New | +$1.68M | 1.65% | 22 |
|