Heritage Wealth 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 | $451K | Buy |
1,167
+162
| +16% | +$62.7K | 0.02% | 140 |
|
|
2025
Q1 | $385K | Sell |
1,005
-396
| -28% | -$152K | 0.02% | 148 |
|
|
2024
Q4 | $623K | Sell |
1,401
-151
| -10% | -$67.1K | 0.03% | 119 |
|
|
2024
Q3 | $804K | Buy |
1,552
+21
| +1% | +$10.9K | 0.04% | 99 |
|
|
2024
Q2 | $851K | Hold |
1,531
| – | – | 0.04% | 91 |
|
|
2024
Q1 | $773K | Buy |
1,531
+32
| +2% | +$16.1K | 0.04% | 108 |
|
|
2023
Q4 | $894K | Hold |
1,499
| – | – | 0.04% | 93 |
|
|
2023
Q3 | $764K | Sell |
1,499
-90
| -6% | -$45.9K | 0.04% | 97 |
|
|
2023
Q2 | $777K | Buy |
1,589
+15
| +1% | +$7.34K | 0.04% | 99 |
|
|
2023
Q1 | $607K | Sell |
1,574
-83
| -5% | -$32K | 0.03% | 112 |
|
|
2022
Q4 | $558K | Sell |
1,657
-81
| -5% | -$27.3K | 0.03% | 124 |
|
|
2022
Q3 | $478K | Buy |
1,738
+52
| +3% | +$14.3K | 0.03% | 124 |
|
|
2022
Q2 | $617K | Buy |
1,686
+249
| +17% | +$91.1K | 0.04% | 108 |
|
|
2022
Q1 | $655K | Sell |
1,437
-3,849
| -73% | -$1.75M | 0.04% | 113 |
|
|
2021
Q4 | $3M | Hold |
5,286
| – | – | 0.16% | 51 |
|
|
2021
Q3 | $3.04M | Hold |
5,286
| – | – | 0.19% | 50 |
|
|
2021
Q2 | $3.1M | Hold |
5,286
| – | – | 0.19% | 49 |
|
|
2021
Q1 | $2.51M | Sell |
5,286
-9,171
| -63% | -$4.36M | 0.15% | 51 |
|
|
2020
Q4 | $7.23M | Buy |
14,457
+13,638
| +1,665% | +$6.82M | 0.45% | 36 |
|
|
2020
Q3 | $402K | Sell |
819
-54
| -6% | -$26.5K | 0.05% | 105 |
|
|
2020
Q2 | $380K | Hold |
873
| – | – | 0.05% | 99 |
|
|
2020
Q1 | $278K | Buy |
873
+40
| +5% | +$12.7K | 0.05% | 108 |
|
|
2019
Q4 | $275K | Buy |
833
+16
| +2% | +$5.28K | 0.04% | 138 |
|
|
2019
Q3 | $225K | Sell |
817
-182
| -18% | -$50.1K | 0.03% | 146 |
|
|
2019
Q2 | $294K | Hold |
999
| – | – | 0.05% | 121 |
|
|
2019
Q1 | $266K | Hold |
999
| – | – | 0.04% | 115 |
|
|
2018
Q4 | $226K | Hold |
999
| – | – | 0.04% | 115 |
|
|
2018
Q3 | $269K | Hold |
999
| – | – | 0.05% | 107 |
|
|
2018
Q2 | $244K | Hold |
999
| – | – | 0.09% | 104 |
|
|
2018
Q1 | $216K | Buy |
+999
| New | +$216K | 0.09% | 105 |
|