DWM
Diversify Wealth Management’s Adobe ADBE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.33M | Buy |
12,804
+1,408
| +12% | +$477K | 0.27% | 113 |
|
2025
Q1 | $4.23M | Sell |
11,396
-1,675
| -13% | -$621K | 0.31% | 87 |
|
2024
Q4 | $5.31M | Buy |
13,071
+2,493
| +24% | +$1.01M | 0.41% | 57 |
|
2024
Q3 | $5.13M | Sell |
10,578
-1,831
| -15% | -$888K | 0.49% | 46 |
|
2024
Q2 | $6.32M | Buy |
+12,409
| New | +$6.32M | 0.79% | 27 |
|