Heritage Oak Wealth Advisors’s Adobe ADBE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-401	Closed	-$208K	–	77
2024 Q3	$208K	Buy	+401	New	+$208K	0.1%	142