IWM
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Iams Wealth Management’s Adobe ADBE Stock Holding History

Iams Wealth Management’s Portfolio ADBE Stock Details ADBE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,927
Closed -$998K – 163
2024
Q3 		$998K Buy
+1,927
New +$998K 0.49% 67
2023
Q3 		– Hold
0
– – – 113
2023
Q2 		– Hold
0
– – – 4