Heritage Wealth Management (California)’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	-437	Closed	-$226K	–	90
2024 Q3	$226K	Buy	437 +12	+3%	+$6.21K	0.16%	74
2024 Q2	$236K	Sell	425 -25	-6%	-$13.9K	0.17%	66
2024 Q1	$227K	Buy	450 +59	+15%	+$29.8K	0.17%	69
2023 Q4	$233K	Buy	+391	New	+$233K	0.19%	63