Concentric Wealth Management’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.97M | Buy |
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|
2024
Q2 | $4.2M | Buy |
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|
2024
Q1 | $3.73M | Buy |
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|
2023
Q4 | $4.28M | Sell |
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|
2023
Q3 | $3.73M | Sell |
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|
2023
Q2 | $3.58M | Buy |
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|
2023
Q1 | $2.8M | Buy |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Buy |
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|
2021
Q4 | $249K | Hold |
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|
2021
Q3 | $253K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $226K | Sell |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $210K | Buy |
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