CWA
Clarus Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,375
| Closed | -$523K | – | 125 |
|
|
2023
Q1 | $523K | Sell |
1,375
-55
| -4% | -$20.9K | 0.33% | 63 |
|
|
2022
Q4 | $484K | Buy |
1,430
+69
| +5% | +$23.4K | 0.32% | 65 |
|
|
2022
Q3 | $389K | Buy |
1,361
+121
| +10% | +$34.6K | 0.28% | 75 |
|
|
2022
Q2 | $476K | Buy |
1,240
+129
| +12% | +$49.5K | 0.34% | 54 |
|
|
2022
Q1 | $483K | Buy |
+1,111
| New | +$483K | 0.3% | 56 |
|
|
2020
Q4 | – | Sell |
-711
| Closed | -$341K | – | 132 |
|
|
2020
Q3 | $341K | Buy |
711
+72
| +11% | +$34.5K | 0.26% | 82 |
|
|
2020
Q2 | $287K | Buy |
+639
| New | +$287K | 0.24% | 87 |
|
|
2019
Q3 | – | Sell |
-835
| Closed | -$246K | – | 151 |
|
|
2019
Q2 | $246K | Sell |
835
-148
| -15% | -$43.6K | 0.18% | 86 |
|
|
2019
Q1 | $262K | Sell |
983
-200
| -17% | -$53.3K | 0.2% | 72 |
|
|
2018
Q4 | $268K | Sell |
1,183
-19
| -2% | -$4.3K | 0.42% | 45 |
|
|
2018
Q3 | $324K | Sell |
1,202
-141
| -10% | -$38K | 0.21% | 55 |
|
|
2018
Q2 | $290K | Hold |
1,343
| – | – | 0.22% | 53 |
|
|
2018
Q1 | $290K | Buy |
+1,343
| New | +$290K | 0.27% | 53 |
|