CWA
Consilio Wealth Advisors’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-517
| Closed | -$230K | – | 74 |
|
|
2024
Q4 | $230K | Sell |
517
-22
| -4% | -$9.78K | 0.09% | 56 |
|
|
2024
Q3 | $279K | Buy |
539
+74
| +16% | +$38.3K | 0.12% | 55 |
|
|
2024
Q2 | $258K | Sell |
465
-3
| -0.6% | -$1.67K | 0.12% | 54 |
|
|
2024
Q1 | $236K | Sell |
468
-12
| -3% | -$6.06K | 0.11% | 55 |
|
|
2023
Q4 | $286K | Buy |
480
+84
| +21% | +$50.1K | 0.15% | 43 |
|
|
2023
Q3 | $201K | Buy |
+396
| New | +$201K | 0.12% | 49 |
|