Elevation 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
$263K Hold
679
0.1% 99
2025
Q1
$260K Hold
679
0.11% 95
2024
Q4
$302K Sell
679
-140
-17% -$62.3K 0.13% 90
2024
Q3
$424K Sell
819
-122
-13% -$63.2K 0.18% 75
2024
Q2
$523K Hold
941
0.25% 68
2024
Q1
$475K Hold
941
0.24% 71
2023
Q4
$480K Hold
941
0.29% 62
2023
Q3
$480K Sell
941
-13
-1% -$6.63K 0.41% 33
2023
Q2
$466K Hold
954
0.39% 35
2023
Q1
$368K Buy
+954
New +$368K 0.34% 41