DWM
Dopkins Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Hold |
800
| – | – | 0.14% | 61 |
|
|
2025
Q1 | $307K | Hold |
800
| – | – | 0.16% | 60 |
|
|
2024
Q4 | $356K | Hold |
800
| – | – | 0.18% | 61 |
|
|
2024
Q3 | $414K | Sell |
800
-32
| -4% | -$16.6K | 0.33% | 32 |
|
|
2024
Q2 | $462K | Buy |
832
+32
| +4% | +$17.8K | 0.28% | 48 |
|
|
2024
Q1 | $404K | Hold |
800
| – | – | 0.24% | 49 |
|
|
2023
Q4 | $477K | Hold |
800
| – | – | 0.37% | 29 |
|
|
2023
Q3 | $408K | Buy |
+800
| New | +$408K | 0.31% | 40 |
|