HPWM
High Pines Wealth Management’s Adobe ADBE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $503K | Sell |
844
-2
| -0.2% | -$1.19K | 0.77% | 19 |
|
2023
Q3 | $431K | Sell |
846
-40
| -5% | -$20.4K | 0.71% | 20 |
|
2023
Q2 | $433K | Buy |
886
+25
| +3% | +$12.2K | 0.66% | 18 |
|
2023
Q1 | $332K | Buy |
861
+5
| +0.6% | +$1.93K | 0.55% | 23 |
|
2022
Q4 | $288K | Buy |
856
+8
| +0.9% | +$2.69K | 0.51% | 26 |
|
2022
Q3 | $233K | Buy |
+848
| New | +$233K | 0.44% | 27 |
|
2022
Q2 | – | Sell |
-7,300
| Closed | -$3.33M | – | 29 |
|
2022
Q1 | $3.33M | Sell |
7,300
-778
| -10% | -$354K | 2.45% | 17 |
|
2021
Q4 | $4.58M | Sell |
8,078
-94
| -1% | -$53.3K | 3.19% | 14 |
|
2021
Q3 | $4.71M | Buy |
8,172
+686
| +9% | +$395K | 3.23% | 12 |
|
2021
Q2 | $4.38M | Buy |
7,486
+1
| +0% | +$586 | 3.31% | 11 |
|
2021
Q1 | $3.56M | Buy |
7,485
+119
| +2% | +$56.6K | 3.14% | 14 |
|
2020
Q4 | $3.68M | Buy |
+7,366
| New | +$3.68M | 3.41% | 13 |
|