Dynasty Wealth Management’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Sell
4,845
-78
-2% -$30.2K 0.03% 90
2025
Q1
$1.89M Buy
4,923
+806
+20% +$309K 0.03% 97
2024
Q4
$1.83M Sell
4,117
-1,227
-23% -$546K 0.03% 103
2024
Q3
$2.77M Buy
5,344
+1,041
+24% +$539K 0.08% 59
2024
Q2
$2.39M Buy
4,303
+114
+3% +$63.3K 0.07% 76
2024
Q1
$2.11M Buy
+4,189
New +$2.11M 0.07% 72
2018
Q4
Sell
-821
Closed -$222K 7
2018
Q3
$222K Buy
+821
New +$222K 0.29% 102