Independent Solutions Wealth Management’s Adobe ADBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$903K Sell
2,333
-917
-28% -$355K 0.18% 110
2025
Q1
$1.25M Sell
3,250
-480
-13% -$184K 0.28% 97
2024
Q4
$1.66M Sell
3,730
-2,826
-43% -$1.26M 0.36% 87
2024
Q3
$3.39M Sell
6,556
-92
-1% -$47.6K 0.77% 39
2024
Q2
$3.69M Sell
6,648
-73
-1% -$40.6K 0.85% 34
2024
Q1
$3.39M Buy
6,721
+84
+1% +$42.4K 0.81% 38
2023
Q4
$3.96M Buy
6,637
+263
+4% +$157K 1.02% 25
2023
Q3
$3.25M Buy
6,374
+26
+0.4% +$13.3K 0.84% 29
2023
Q2
$3.1M Buy
6,348
+31
+0.5% +$15.2K 0.78% 29
2023
Q1
$2.43M Buy
6,317
+194
+3% +$74.8K 0.72% 37
2022
Q4
$2.06M Buy
6,123
+578
+10% +$195K 0.63% 43
2022
Q3
$1.53M Sell
5,545
-120
-2% -$33K 0.5% 52
2022
Q2
$2.07M Sell
5,665
-348
-6% -$127K 0.65% 39
2022
Q1
$2.74M Buy
6,013
+33
+0.6% +$15K 0.64% 36
2021
Q4
$3.39M Sell
5,980
-30
-0.5% -$17K 0.8% 31
2021
Q3
$3.46M Sell
6,010
-51
-0.8% -$29.4K 0.86% 28
2021
Q2
$3.55M Buy
6,061
+393
+7% +$230K 0.86% 30
2021
Q1
$2.69M Buy
5,668
+1,211
+27% +$576K 0.74% 32
2020
Q4
$2.23M Buy
4,457
+1,706
+62% +$853K 0.7% 37
2020
Q3
$1.35M Sell
2,751
-134
-5% -$65.7K 0.51% 46
2020
Q2
$1.26M Buy
2,885
+609
+27% +$265K 0.54% 45
2020
Q1
$724K Buy
2,276
+180
+9% +$57.3K 0.4% 50
2019
Q4
$691K Buy
+2,096
New +$691K 0.31% 68