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 |
|