Evergreen Private Wealth’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.42M Buy
14,003
+1,972
+16% +$763K 2.27% 16
2025
Q1
$4.61M Buy
12,031
+594
+5% +$228K 2.16% 20
2024
Q4
$5.09M Buy
11,437
+357
+3% +$159K 2.38% 16
2024
Q3
$5.74M Buy
11,080
+177
+2% +$91.6K 2.66% 13
2024
Q2
$6.06M Buy
10,903
+475
+5% +$264K 2.98% 8
2024
Q1
$5.26M Sell
10,428
-713
-6% -$360K 2.64% 11
2023
Q4
$6.65M Buy
+11,141
New +$6.65M 3.58% 4