GoalVest Advisory’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
276
+75
| +37% | +$29K | 0.03% | 163 |
|
|
2025
Q1 | $77.1K | Buy |
201
+71
| +55% | +$27.2K | 0.02% | 156 |
|
|
2024
Q4 | $57.8K | Sell |
130
-97
| -43% | -$43.1K | 0.02% | 178 |
|
|
2024
Q3 | $118K | Hold |
227
| – | – | 0.03% | 134 |
|
|
2024
Q2 | $126K | Sell |
227
-66
| -23% | -$36.7K | 0.04% | 126 |
|
|
2024
Q1 | $148K | Sell |
293
-16
| -5% | -$8.07K | 0.05% | 126 |
|
|
2023
Q4 | $184K | Buy |
309
+78
| +34% | +$46.5K | 0.08% | 69 |
|
|
2023
Q3 | $118K | Sell |
231
-30
| -11% | -$15.3K | 0.06% | 94 |
|
|
2023
Q2 | $128K | Hold |
261
| – | – | 0.07% | 86 |
|
|
2023
Q1 | $101K | Buy |
261
+72
| +38% | +$27.7K | 0.06% | 83 |
|
|
2022
Q4 | $63.6K | Sell |
189
-7
| -4% | -$2.36K | 0.04% | 100 |
|
|
2022
Q3 | $54K | Sell |
196
-1,887
| -91% | -$520K | 0.04% | 107 |
|
|
2022
Q2 | $784K | Buy |
2,083
+46
| +2% | +$17.3K | 0.5% | 64 |
|
|
2022
Q1 | $928K | Buy |
+2,037
| New | +$928K | 0.52% | 52 |
|
|
2021
Q2 | $1.03M | Buy |
1,753
+163
| +10% | +$95.5K | 0.64% | 47 |
|
|
2021
Q1 | $756K | Buy |
1,590
+882
| +125% | +$419K | 0.56% | 58 |
|
|
2020
Q4 | $354K | Buy |
+708
| New | +$354K | 0.3% | 84 |
|