Congress Wealth Management’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.03M | Buy |
10,419
+594
| +6% | +$230K | 0.04% | 428 |
|
|
2025
Q1 | $3.77M | Buy |
9,825
+2,697
| +38% | +$1.04M | 0.05% | 372 |
|
|
2024
Q4 | $3.17M | Buy |
7,128
+272
| +4% | +$121K | 0.04% | 346 |
|
|
2024
Q3 | $3.55M | Buy |
6,856
+2,100
| +44% | +$1.09M | 0.05% | 341 |
|
|
2024
Q2 | $2.64M | Sell |
4,756
-32,091
| -87% | -$17.8M | 0.04% | 317 |
|
|
2024
Q1 | $18.6M | Buy |
36,847
+1,020
| +3% | +$515K | 0.32% | 79 |
|
|
2023
Q4 | $21.4M | Buy |
35,827
+1,839
| +5% | +$1.1M | 0.39% | 52 |
|
|
2023
Q3 | $17.3M | Buy |
33,988
+325
| +1% | +$166K | 0.36% | 63 |
|
|
2023
Q2 | $16.5M | Sell |
33,663
-163
| -0.5% | -$79.7K | 0.38% | 59 |
|
|
2023
Q1 | $13M | Buy |
33,826
+1,047
| +3% | +$403K | 0.31% | 80 |
|
|
2022
Q4 | $11M | Buy |
32,779
+604
| +2% | +$203K | 0.28% | 105 |
|
|
2022
Q3 | $8.85M | Buy |
32,175
+1,469
| +5% | +$404K | 0.24% | 130 |
|
|
2022
Q2 | $11.2M | Sell |
30,706
-954
| -3% | -$349K | 0.29% | 91 |
|
|
2022
Q1 | $14.4M | Buy |
31,660
+875
| +3% | +$399K | 0.32% | 80 |
|
|
2021
Q4 | $17.5M | Buy |
+30,785
| New | +$17.5M | 0.35% | 76 |
|