Carson Wealth (CWM LLC)’s Adobe ADBE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25.6M Buy
66,063
+1,051
+2% +$407K 0.09% 194
2025
Q1
$24.9M Buy
65,012
+14,091
+28% +$5.4M 0.1% 185
2024
Q4
$22.6M Buy
50,921
+8,472
+20% +$3.77M 0.09% 189
2024
Q3
$22M Buy
42,449
+3,097
+8% +$1.6M 0.09% 193
2024
Q2
$21.9M Buy
39,352
+2,536
+7% +$1.41M 0.1% 187
2024
Q1
$18.6M Buy
36,816
+7,278
+25% +$3.67M 0.09% 207
2023
Q4
$17.6M Buy
29,538
+6,219
+27% +$3.71M 0.09% 200
2023
Q3
$11.9M Buy
23,319
+7,218
+45% +$3.68M 0.07% 221
2023
Q2
$7.87M Sell
16,101
-29,535
-65% -$14.4M 0.05% 268
2023
Q1
$17.6M Buy
45,636
+1,691
+4% +$652K 0.12% 159
2022
Q4
$14.8M Sell
43,945
-2,695
-6% -$907K 0.11% 163
2022
Q3
$12.8M Sell
46,640
-1,667
-3% -$459K 0.1% 166
2022
Q2
$17.7M Sell
48,307
-5,326
-10% -$1.95M 0.14% 145
2022
Q1
$24.4M Sell
53,633
-1,311
-2% -$597K 0.17% 117
2021
Q4
$31.2M Buy
+54,944
New +$31.2M 0.22% 85
2021
Q2
$30.3M Hold
51,676
0.24% 73
2021
Q1
$30.3M Hold
51,676
0.24% 73
2020
Q4
$30.3M Hold
51,676
0.24% 73
2020
Q3
$30.3M Hold
51,676
0.24% 73
2020
Q2
$30.3M Hold
51,676
0.24% 73
2020
Q1
$30.3M Hold
51,676
0.24% 73
2019
Q4
$30.3M Hold
51,676
0.24% 73
2019
Q3
$30.3M Hold
51,676
0.24% 73
2019
Q2
$30.3M Hold
51,676
0.24% 73
2019
Q1
$30.3M Buy
51,676
+50,896
+6,525% +$29.8M 0.24% 73
2018
Q4
$176K Buy
780
+70
+10% +$15.8K ﹤0.01% 624
2018
Q3
$192K Sell
710
-187
-21% -$50.6K ﹤0.01% 518
2018
Q2
$219K Buy
897
+88
+11% +$21.5K 0.01% 407
2018
Q1
$175K Buy
809
+68
+9% +$14.7K 0.01% 380
2017
Q4
$130K Sell
741
-55
-7% -$9.65K 0.01% 394
2017
Q3
$119K Buy
796
+48
+6% +$7.18K 0.01% 392
2017
Q2
$106K Buy
748
+79
+12% +$11.2K 0.01% 376
2017
Q1
$87K Sell
669
-314
-32% -$40.8K ﹤0.01% 376
2016
Q4
$101K Buy
983
+673
+217% +$69.1K 0.01% 348
2016
Q3
$34K Sell
310
-190
-38% -$20.8K ﹤0.01% 480
2016
Q2
$48K Hold
500
﹤0.01% 373
2016
Q1
$47K Sell
500
-22
-4% -$2.07K ﹤0.01% 342
2015
Q4
$49K Buy
522
+22
+4% +$2.07K ﹤0.01% 315
2015
Q3
$41K Buy
+500
New +$41K ﹤0.01% 300
2014
Q1
Sell
-1,364
Closed -$82K 141
2013
Q4
$82K Buy
1,364
+432
+46% +$26K 0.01% 201
2013
Q3
$48K Buy
+932
New +$48K 0.01% 189