FWP
Falcon Wealth Planning’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
1,212
-61
| -5% | -$23.6K | 0.05% | 104 |
|
|
2025
Q1 | $488K | Buy |
1,273
+127
| +11% | +$48.7K | 0.05% | 107 |
|
|
2024
Q4 | $510K | Sell |
1,146
-68
| -6% | -$30.2K | 0.06% | 95 |
|
|
2024
Q3 | $629K | Buy |
1,214
+42
| +4% | +$21.8K | 0.07% | 77 |
|
|
2024
Q2 | $651K | Buy |
1,172
+11
| +0.9% | +$6.11K | 0.08% | 67 |
|
|
2024
Q1 | $586K | Sell |
1,161
-12
| -1% | -$6.06K | 0.09% | 72 |
|
|
2023
Q4 | $700K | Buy |
+1,173
| New | +$700K | 0.12% | 60 |
|