Fermata Advisors’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-794
| Closed | -$305K | – | 225 |
|
|
2025
Q1 | $305K | Sell |
794
-570
| -42% | -$219K | 0.06% | 217 |
|
|
2024
Q4 | $607K | Buy |
1,364
+419
| +44% | +$186K | 0.11% | 125 |
|
|
2024
Q3 | $489K | Buy |
945
+163
| +21% | +$84.4K | 0.1% | 123 |
|
|
2024
Q2 | $434K | Buy |
782
+67
| +9% | +$37.2K | 0.1% | 120 |
|
|
2024
Q1 | $361K | Buy |
715
+308
| +76% | +$155K | 0.08% | 143 |
|
|
2023
Q4 | $243K | Buy |
+407
| New | +$243K | 0.06% | 152 |
|