Executive Wealth Management’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$4.5M Sell
10,125
-206
-2% -$91.6K 0.35% 78
2024
Q3
$5.35M Buy
10,331
+373
+4% +$193K 0.42% 74
2024
Q2
$5.53M Buy
9,958
+9,423
+1,761% +$5.23M 1.01% 34
2024
Q1
$269K Buy
535
+165
+45% +$82.8K 0.02% 208
2023
Q4
$221K Buy
+370
New +$221K 0.02% 202
2019
Q3
Sell
-143
Closed -$42K 141
2019
Q2
$42K Hold
143
0.01% 325
2019
Q1
$38K Sell
143
-183
-56% -$48.6K 0.01% 311
2018
Q4
$74K Buy
+326
New +$74K 0.01% 228