Concurrent Investment Advisors’s Adobe ADBE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.65M | Buy |
9,423
+4,767
| +102% | +$1.84M | 0.07% | 283 |
|
2025
Q1 | $1.79M | Buy |
4,656
+413
| +10% | +$158K | 0.04% | 386 |
|
2024
Q4 | $1.89M | Buy |
4,243
+90
| +2% | +$40K | 0.05% | 335 |
|
2024
Q3 | $2.15M | Buy |
4,153
+378
| +10% | +$196K | 0.06% | 292 |
|
2024
Q2 | $2.1M | Sell |
3,775
-327
| -8% | -$182K | 0.07% | 263 |
|
2024
Q1 | $2.07M | Buy |
4,102
+779
| +23% | +$393K | 0.08% | 239 |
|
2023
Q4 | $1.98M | Buy |
+3,323
| New | +$1.98M | 0.09% | 229 |
|