Congress 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
2025 Q2	$4.03M	Buy	10,419 +594	+6%	+$229K	0.04%	428
2025 Q1	$3.77M	Buy	9,825 +2,697	+38%	+$1.16M	0.05%	372
2024 Q4	$3.17M	Buy	7,128 +272	+4%	+$135K	0.04%	346
2024 Q3	$3.55M	Buy	6,856 +2,100	+44%	+$1.15M	0.05%	341
2024 Q2	$2.64M	Sell	4,756 -32,091	-87%	-$15.5M	0.04%	317
2024 Q1	$18.6M	Buy	36,847 +1,020	+3%	+$585K	0.32%	79
2023 Q4	$21.4M	Buy	35,827 +1,839	+5%	+$1.06M	0.39%	52
2023 Q3	$17.3M	Buy	33,988 +325	+1%	+$171K	0.36%	63
2023 Q2	$16.5M	Sell	33,663 -163	-0.5%	-$65.7K	0.38%	59
2023 Q1	$13M	Buy	33,826 +1,047	+3%	+$372K	0.31%	80
2022 Q4	$11M	Buy	32,779 +604	+2%	+$193K	0.28%	105
2022 Q3	$8.85M	Buy	32,175 +1,469	+5%	+$556K	0.24%	130
2022 Q2	$11.2M	Sell	30,706 -954	-3%	-$388K	0.29%	91
2022 Q1	$14.4M	Buy	31,660 +875	+3%	+$421K	0.32%	80
2021 Q4	$17.5M	Buy	+30,785	New	+$19.2M	0.35%	76