Capital & Planning LLC’s Adobe ADBE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.96M	Sell	5,075 -397	-7%	-$154K	1.33%	18
2025 Q1	$2.1M	Buy	5,472 +30	+0.6%	+$11.5K	1.56%	19
2024 Q4	$2.42M	Buy	+5,442	New	+$2.42M	1.77%	15