Heritage Wealth Management (Arizona)’s Adobe ADBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $167K | Buy |
496
+194
| +64% | +$65.3K | 0.02% | 352 |
|
|
2022
Q3 | $83K | Hold |
302
| – | – | 0.03% | 343 |
|
|
2022
Q2 | $111K | Hold |
302
| – | – | 0.04% | 321 |
|
|
2022
Q1 | $138K | Buy |
+302
| New | +$138K | 0.04% | 331 |
|
|
2021
Q3 | $193K | Sell |
335
-32
| -9% | -$18.4K | 0.07% | 224 |
|
|
2021
Q2 | $215K | Sell |
367
-48
| -12% | -$28.1K | 0.08% | 212 |
|
|
2021
Q1 | $197K | Buy |
+415
| New | +$197K | 0.11% | 164 |
|