EWM
Evermay Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Hold |
1,308
| – | – | 0.06% | 124 |
|
|
2025
Q1 | $502K | Hold |
1,308
| – | – | 0.07% | 122 |
|
|
2024
Q4 | $582K | Buy |
1,308
+280
| +27% | +$125K | 0.09% | 117 |
|
|
2024
Q3 | $532K | Sell |
1,028
-186
| -15% | -$96.3K | 0.09% | 119 |
|
|
2024
Q2 | $674K | Hold |
1,214
| – | – | 0.11% | 104 |
|
|
2024
Q1 | $613K | Sell |
1,214
-4
| -0.3% | -$2.02K | 0.09% | 116 |
|
|
2023
Q4 | $727K | Buy |
1,218
+140
| +13% | +$83.5K | 0.13% | 82 |
|
|
2023
Q3 | $550K | Hold |
1,078
| – | – | 0.11% | 93 |
|
|
2023
Q2 | $527K | Hold |
1,078
| – | – | 0.1% | 100 |
|
|
2023
Q1 | $415K | Hold |
1,078
| – | – | 0.08% | 109 |
|
|
2022
Q4 | $363K | Hold |
1,078
| – | – | 0.07% | 120 |
|
|
2022
Q3 | $297K | Hold |
1,078
| – | – | 0.06% | 133 |
|
|
2022
Q2 | $395K | Sell |
1,078
-25
| -2% | -$9.16K | 0.08% | 109 |
|
|
2022
Q1 | $503K | Sell |
1,103
-40
| -3% | -$18.2K | 0.08% | 110 |
|
|
2021
Q4 | $648K | Sell |
1,143
-109
| -9% | -$61.8K | 0.12% | 72 |
|
|
2021
Q3 | $721K | Buy |
1,252
+9
| +0.7% | +$5.18K | 0.14% | 59 |
|
|
2021
Q2 | $728K | Hold |
1,243
| – | – | 0.13% | 67 |
|
|
2021
Q1 | $591K | Sell |
1,243
-10
| -0.8% | -$4.76K | 0.12% | 76 |
|
|
2020
Q4 | $627K | Sell |
1,253
-246
| -16% | -$123K | 0.14% | 69 |
|
|
2020
Q3 | $735K | Sell |
1,499
-30
| -2% | -$14.7K | 0.18% | 59 |
|
|
2020
Q2 | $666K | Hold |
1,529
| – | – | 0.18% | 63 |
|
|
2020
Q1 | $487K | Hold |
1,529
| – | – | 0.15% | 68 |
|
|
2019
Q4 | $504K | Hold |
1,529
| – | – | 0.12% | 88 |
|
|
2019
Q3 | $422K | Sell |
1,529
-15
| -1% | -$4.14K | 0.12% | 90 |
|
|
2019
Q2 | $455K | Hold |
1,544
| – | – | 0.13% | 82 |
|
|
2019
Q1 | $411K | Sell |
1,544
-45
| -3% | -$12K | 0.12% | 86 |
|
|
2018
Q4 | $359K | Hold |
1,589
| – | – | 0.12% | 85 |
|
|
2018
Q3 | $429K | Sell |
1,589
-20
| -1% | -$5.4K | 0.13% | 84 |
|
|
2018
Q2 | $392K | Sell |
1,609
-44
| -3% | -$10.7K | 0.13% | 83 |
|
|
2018
Q1 | $357K | Sell |
1,653
-100
| -6% | -$21.6K | 0.12% | 92 |
|
|
2017
Q4 | $307K | Buy |
+1,753
| New | +$307K | 0.11% | 100 |
|
|
2015
Q4 | – | Sell |
-3,174
| Closed | -$261K | – | 77 |
|
|
2015
Q3 | $261K | Hold |
3,174
| – | – | 0.16% | 65 |
|
|
2015
Q2 | $257K | Hold |
3,174
| – | – | 0.15% | 67 |
|
|
2015
Q1 | $235K | Hold |
3,174
| – | – | 0.14% | 76 |
|
|
2014
Q4 | $231K | Sell |
3,174
-200
| -6% | -$14.6K | 0.15% | 76 |
|
|
2014
Q3 | $233K | Hold |
3,374
| – | – | 0.2% | 71 |
|
|
2014
Q2 | $244K | Buy |
+3,374
| New | +$244K | 0.21% | 69 |
|