Cascade Financial 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
$224K Sell
578
-15
-3% -$5.8K 0.03% 237
2025
Q1
$227K Sell
593
-278
-32% -$107K 0.03% 222
2024
Q4
$387K Sell
871
-42
-5% -$18.7K 0.05% 166
2024
Q3
$450K Buy
913
+15
+2% +$7.4K 0.06% 154
2024
Q2
$499K Buy
898
+32
+4% +$17.8K 0.07% 137
2024
Q1
$411K Buy
+866
New +$411K 0.06% 146