Cyndeo Wealth Partners’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$811K Sell
2,095
-5,669
-73% -$2.19M 0.05% 250
2025
Q1
$2.98M Buy
7,764
+216
+3% +$82.8K 0.2% 129
2024
Q4
$3.36M Buy
7,548
+436
+6% +$194K 0.23% 116
2024
Q3
$3.68M Buy
7,112
+390
+6% +$202K 0.26% 111
2024
Q2
$3.73M Buy
6,722
+4,884
+266% +$2.71M 0.29% 100
2024
Q1
$927K Sell
1,838
-130
-7% -$65.6K 0.08% 207
2023
Q4
$1.17M Sell
1,968
-56
-3% -$33.4K 0.11% 177
2023
Q3
$1.03M Buy
2,024
+80
+4% +$40.8K 0.11% 168
2023
Q2
$951K Sell
1,944
-45
-2% -$22K 0.1% 169
2023
Q1
$767K Sell
1,989
-3,073
-61% -$1.18M 0.08% 190
2022
Q4
$1.7M Buy
+5,062
New +$1.7M 0.2% 134