GeoWealth Management’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
2,817
-79
-3% -$30.6K 0.04% 236
2025
Q1
$1.11M Sell
2,896
-1,324
-31% -$508K 0.04% 235
2024
Q4
$1.88M Buy
4,220
+285
+7% +$127K 0.06% 191
2024
Q3
$2.04M Sell
3,935
-29
-0.7% -$15K 0.07% 185
2024
Q2
$2.2M Buy
3,964
+737
+23% +$409K 0.1% 150
2024
Q1
$1.63M Buy
3,227
+1,203
+59% +$607K 0.06% 207
2023
Q4
$1.21M Buy
2,024
+1,930
+2,053% +$1.15M 0.1% 188
2023
Q3
$48K Sell
94
-19
-17% -$9.7K 0.01% 396
2023
Q2
$54K Buy
113
+56
+98% +$26.8K 0.01% 328
2023
Q1
$22K Sell
57
-766
-93% -$296K ﹤0.01% 313
2022
Q4
$277K Sell
823
-713
-46% -$240K 0.03% 203
2022
Q3
$424K Buy
1,536
+126
+9% +$34.8K 0.05% 181
2022
Q2
$515K Sell
1,410
-1,878
-57% -$686K 0.07% 157
2022
Q1
$1.5M Buy
3,288
+640
+24% +$291K 0.13% 120
2021
Q4
$1.5M Sell
2,648
-657
-20% -$373K 0.12% 121
2021
Q3
$1.9M Buy
3,305
+3,171
+2,366% +$1.82M 0.16% 118
2021
Q2
$78K Buy
+134
New +$78K 0.01% 220
2019
Q4
Sell
-2,466
Closed -$681K 103
2019
Q3
$681K Buy
+2,466
New +$681K 0.15% 85