Cassaday & Co Wealth Management’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
2,342
-19
| -0.8% | -$7.35K | 0.02% | 140 |
|
|
2025
Q1 | $906K | Buy |
2,361
+41
| +2% | +$15.7K | 0.03% | 129 |
|
|
2024
Q4 | $1.03M | Buy |
2,320
+9
| +0.4% | +$4K | 0.03% | 114 |
|
|
2024
Q3 | $1.2M | Buy |
2,311
+62
| +3% | +$32.1K | 0.03% | 95 |
|
|
2024
Q2 | $1.25M | Buy |
2,249
+4
| +0.2% | +$2.22K | 0.04% | 88 |
|
|
2024
Q1 | $1.13M | Buy |
2,245
+19
| +0.9% | +$9.59K | 0.04% | 91 |
|
|
2023
Q4 | $1.33M | Sell |
2,226
-61
| -3% | -$36.4K | 0.05% | 87 |
|
|
2023
Q3 | $1.17M | Buy |
2,287
+1,103
| +93% | +$562K | 0.05% | 78 |
|
|
2023
Q2 | $579K | Sell |
1,184
-1,328
| -53% | -$649K | 0.02% | 137 |
|
|
2023
Q1 | $968K | Sell |
2,512
-53
| -2% | -$20.4K | 0.04% | 95 |
|
|
2022
Q4 | $863K | Buy |
+2,565
| New | +$863K | 0.04% | 103 |
|