CAWM
Capital Advisors Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-561
| Closed | -$312K | – | 168 |
|
|
2024
Q2 | $312K | Sell |
561
-114
| -17% | -$63.3K | 0.06% | 120 |
|
|
2024
Q1 | $341K | Buy |
675
+54
| +9% | +$27.2K | 0.07% | 107 |
|
|
2023
Q4 | $370K | Buy |
621
+49
| +9% | +$29.2K | 0.08% | 97 |
|
|
2023
Q3 | $292K | Buy |
572
+45
| +9% | +$22.9K | 0.08% | 102 |
|
|
2023
Q2 | $258K | Buy |
+527
| New | +$258K | 0.07% | 106 |
|
|
2022
Q1 | – | Sell |
-401
| Closed | -$227K | – | 123 |
|
|
2021
Q4 | $227K | Sell |
401
-36
| -8% | -$20.4K | 0.07% | 108 |
|
|
2021
Q3 | $252K | Buy |
437
+60
| +16% | +$34.6K | 0.09% | 88 |
|
|
2021
Q2 | $221K | Buy |
+377
| New | +$221K | 0.08% | 88 |
|