CWP
Core Wealth Partners’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-548
| Closed | -$244K | – | 165 |
|
|
2024
Q4 | $244K | Hold |
548
| – | – | 0.14% | 145 |
|
|
2024
Q3 | $284K | Sell |
548
-2
| -0.4% | -$1.04K | 0.17% | 120 |
|
|
2024
Q2 | $306K | Hold |
550
| – | – | 0.21% | 100 |
|
|
2024
Q1 | $278K | Hold |
550
| – | – | 0.21% | 98 |
|
|
2023
Q4 | $328K | Buy |
550
+50
| +10% | +$29.8K | 0.27% | 76 |
|
|
2023
Q3 | $255K | Buy |
+500
| New | +$255K | 0.23% | 86 |
|