CFM Wealth Partners’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,846
| Closed | -$1.47M | – | 141 |
|
|
2024
Q3 | $1.47M | Sell |
2,846
-25
| -0.9% | -$12.9K | 0.26% | 64 |
|
|
2024
Q2 | $1.59M | Buy |
2,871
+141
| +5% | +$78.3K | 0.29% | 64 |
|
|
2024
Q1 | $1.38M | Buy |
2,730
+1,860
| +214% | +$939K | 0.28% | 68 |
|
|
2023
Q4 | $519K | Buy |
870
+13
| +2% | +$7.76K | 0.12% | 108 |
|
|
2023
Q3 | $437K | Hold |
857
| – | – | 0.11% | 104 |
|
|
2023
Q2 | $419K | Buy |
857
+66
| +8% | +$32.3K | 0.1% | 126 |
|
|
2023
Q1 | $305K | Sell |
791
-141
| -15% | -$54.3K | 0.08% | 127 |
|
|
2022
Q4 | $314K | Buy |
+932
| New | +$314K | 0.09% | 131 |
|
|
2020
Q3 | – | Sell |
-272
| Closed | -$118K | – | 154 |
|
|
2020
Q2 | $118K | Hold |
272
| – | – | 0.04% | 184 |
|
|
2020
Q1 | $87K | Sell |
272
-135
| -33% | -$43.2K | 0.04% | 210 |
|
|
2019
Q4 | $141K | Buy |
+407
| New | +$141K | 0.05% | 174 |
|