EWM
EPG Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
3,255
+192
| +6% | +$74.3K | 0.38% | 80 |
|
|
2025
Q1 | $1.17M | Sell |
3,063
-725
| -19% | -$278K | 0.33% | 86 |
|
|
2024
Q4 | $1.68M | Sell |
3,788
-61
| -2% | -$27.1K | 0.44% | 57 |
|
|
2024
Q3 | $1.99M | Buy |
+3,849
| New | +$1.99M | 0.5% | 51 |
|
|
2024
Q2 | – | Sell |
-3,552
| Closed | -$1.79M | – | 43 |
|
|
2024
Q1 | $1.79M | Buy |
3,552
+94
| +3% | +$47.4K | 0.44% | 60 |
|
|
2023
Q4 | $2.08M | Buy |
3,458
+150
| +5% | +$90.3K | 0.55% | 41 |
|
|
2023
Q3 | $1.69M | Buy |
3,308
+323
| +11% | +$165K | 0.51% | 42 |
|
|
2023
Q2 | $1.46M | Buy |
2,985
+1,247
| +72% | +$610K | 0.43% | 56 |
|
|
2023
Q1 | $670K | Buy |
1,738
+803
| +86% | +$309K | 0.21% | 112 |
|
|
2022
Q4 | $315K | Sell |
935
-199
| -18% | -$67K | 0.12% | 158 |
|
|
2022
Q3 | $312K | Sell |
1,134
-188
| -14% | -$51.7K | 0.13% | 150 |
|
|
2022
Q2 | $484K | Sell |
1,322
-57
| -4% | -$20.9K | 0.21% | 105 |
|
|
2022
Q1 | $628K | Buy |
1,379
+187
| +16% | +$85.2K | 0.22% | 95 |
|
|
2021
Q4 | $676K | Buy |
1,192
+103
| +9% | +$58.4K | 0.24% | 84 |
|
|
2021
Q3 | $627K | Buy |
1,089
+35
| +3% | +$20.2K | 0.25% | 84 |
|
|
2021
Q2 | $617K | Buy |
1,054
+17
| +2% | +$9.95K | 0.26% | 88 |
|
|
2021
Q1 | $493K | Buy |
1,037
+84
| +9% | +$39.9K | 0.24% | 96 |
|
|
2020
Q4 | $477K | Buy |
953
+226
| +31% | +$113K | 0.29% | 79 |
|
|
2020
Q3 | $357K | Sell |
727
-5
| -0.7% | -$2.46K | 0.26% | 85 |
|
|
2020
Q2 | $319K | Buy |
732
+86
| +13% | +$37.5K | 0.23% | 102 |
|
|
2020
Q1 | $206K | Sell |
646
-110
| -15% | -$35.1K | 0.15% | 120 |
|
|
2019
Q4 | $249K | Buy |
+756
| New | +$249K | 0.18% | 85 |
|