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