GWM
Gitterman Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Buy |
+359
| New | +$139K | 0.03% | 203 |
|
|
2024
Q3 | – | Sell |
-384
| Closed | -$213K | – | 130 |
|
|
2024
Q2 | $213K | Buy |
+384
| New | +$213K | 0.08% | 95 |
|
|
2024
Q1 | – | Sell |
-838
| Closed | -$500K | – | 102 |
|
|
2023
Q4 | $500K | Buy |
+838
| New | +$500K | 0.22% | 24 |
|
|
2021
Q3 | – | Sell |
-348
| Closed | -$204K | – | 77 |
|
|
2021
Q2 | $204K | Buy |
+348
| New | +$204K | 0.17% | 64 |
|